Investment Sales Manager

JOB PURPOSE:   Manage Investment Sales in Branches of Guaranty Bank in assigned territory.  Review and recommend investment and insurance options to customers as needed. 

 

DUTIES AND RESPONSIBILITIES
Conduct training sessions for licensing candidates.
Assist representatives with sales presentations as necessary.
Train representatives on product features, benefits, paperwork, IRAs, Roth IRAs, Trustee-to-trustee transfers, 1035
Exchanges, customer profiling and asset allocation, etc.
Introduce all new products to the field.
Enforce suitability and compliance with representatives and assist with customer complaints.
Train non-licensed employees on referrals and monitor appropriateness of referrals and referral to sales ratio.
Deliver market information and sales tips through frequent sales meetings and daily huddles with bank employees.
Organize telemarketing programs, in-branch promotions, seminars and other prospecting programs in the banking centers.
Handle client security buy/sell tickets.
Coordinate wholesaler visits to banking centers, managers meetings and training sessions.
Devise, market and administer local incentive contents.
Recognize and reward superior performance.

 

REQUIREMENTS: 

High school diploma or equivalent.  Life and Health (Group I, NASD Series 7 required. NASD 24 or 26 required.  Minimum 5 years experience with Sales of Annuities, Mutual Funds, or Variable Annuities in Financial Institution setting; Sales Management experience preferred.  Must have excellent communication and interpersonal skills.  Strong organizational skills with ability to handle multiple tasks in a fast paced environment. 

 

Apply Online:  Requisition Number 20794