Retail Investment Officer I - (US-IN-Fort Wayne - 46899)

Minimum Education: None
Jobcode: 48559872
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You as a Retail Investment Officer will

The Retail Investment Officer is responsible for overall achievement of investment product sales and service goals in an assigned market through individual sales and coaching/development of bank employees.

Accountable for achievement of assigned market goals established for investment product sales, volume, and gross revenue generation per month.

Provide ongoing investment sales skills coaching and product training to a team of retail bank employees to achieve desired results.

Drive sales and service excellence by ensuring behaviors and practices are aligned with the banks objectives and adhere to all regulatory requirements.

Profile clients and sell appropriate investment products to individual customers, maintain and grow a personal book of business.

Ensure licensed platform employees deliver quality investment advice and service.

You and your skills -

Series 7 and 63, and 65 or 66 required, Series 24 preferred

State life and health insurance license

Advanced degree/certification (CFP) preferred

In lieu of degree, five to seven years in the Financial Services area with a demonstrated sales success in investment and asset management products

Leadership and management experience in a team environment strongly preferred

Proven group presentation skills and excellent time management a plus.

Bachelors Degree or the equivalentTo learn more about working at National City, click here.