Investment Services Executive
About The Position
Actively pursues new business for JCB Investment Services primarily through direct marketing activity and referrals provided by bank employees. Seeks opportunities for relationship building with current and potential bank clients. Assumes responsibility for the development, operation and administration of retail brokerage services and the sale of insurance and financial products within the Bank. Coordinates brokerage sales efforts with department and banking center leaders throughout the Bank. Assumes responsibility for compliance requirements in accordance with Bank procedures as well as broker/dealer services provider. Supervises brokerage support staff.
Requirements
- Series 7, 63 and Life Insurance licenses required
- Minimum 3-5 years related required
Nice To Haves
- A Bachelor degree in business, accounting or finance preferred
- Investment and/or Insurance sales experience preferred
- Financial sales/business development experience preferred
- RIA and/or CFP designations preferred
Responsibilities
- Pursues new business for JCB Investment Services through direct marketing and bank employee referrals.
- Builds relationships with current and potential bank clients.
- Develops, operates, and administers retail brokerage services and the sale of insurance and financial products.
- Coordinates brokerage sales efforts with department and banking center leaders.
- Ensures compliance with Bank procedures and broker/dealer services provider requirements.
- Supervises brokerage support staff.
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What This Job Offers
Job Type
Full-time
Career Level
Executive
Number of Employees
101-250 employees
