Investment Executive Financial Advisor Eastside Detroit Metro MI
Overview
Accountable for overall production coaching training and developing a team of licensed retail bankers. May handle large book of clients with complex financial profiles. Achieve targeted securities fee income goals within assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions.
What You'll Do11
- 1Build and scale sales teams to meet commission targets
- 2Lead coaching sessions to improve banker performance
- 3Conduct client appointments to identify and close sales opportunities
- 4Develop and execute client meeting agendas for account reviews
- 5Maintain relationships with internal and external clients
- 6Manage daily client needs and prioritize task delegation
- 7Post-appointment follow-up to nurture referrals
- 8Prepare internal sales reports for tracking
- 9Coordinate with team members for daily accountability
- 10Organize tools and resources for licensed bankers
- 11Guide progress toward established team goals
Requirements10
- 1Prior brokerage industry experience
- 2Series 7 license
- 3State insurance licenses
- 4Variable annuity license
- 5Motivation from commission sales and recognition programs
- 6Ability to transfer knowledge through coaching
- 7Proven client relationship building
- 8Deep knowledge of securities business
- 9Strong sales and presentation skills
- 10Travel capability within territory
Salary Insight
Salary not disclosed in listing
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