Investment Executive (Financial Advisor) Fort Worth, TX
On-siteDallas, Texas, United States
Job Summary
Conduct solo and joint appointments with licensed bankers to review accounts, close sales, and address daily client needs. Design and customize coaching sessions to train staff on investment strategies and product solutions, while managing sales planning for self and team to achieve designated goals. Develop and execute internal and external seminars focused on business development, and prepare necessary internal reports for sales tracking. Handle client problems, prioritize tasks, and delegate responsibilities to resolve issues efficiently. Maintain comprehensive knowledge of securities products through self-study and coursework, ensuring accurate completion of accountabilities.
Required Qualifications
- Prior Brokerage Industry Experience
- Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses
- Variable Annuity license
- Motivated by commission sales, recognition programs, and internal sales competition among co-workers
- Ability to motivate others in a team environment
- Ability to transfer knowledge through highly developed coaching and teaching skills
- Can relay complex products and processes
- Demonstrated ability to simplify and communicate complex financial concepts
- Proven experience in building strong internal and external client relationships
- Highly developed knowledge of the securities business, investment products and financial solutions
- Highly developed sales and presentation skills
- Travel required within assigned territory
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