Platform Investment Consultant

Regions Bank

  • Atlanta, GA
  • Permanent
  • Full-time
  • 7 days ago
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.Job Description:At Regions, the Platform Investment Consultant is responsible for educating our licensed bankers to best meet our customer's needs. This position is responsible for the implementation of selection, licensing, and initial training as well as the ongoing training and support of the licensed bankers in selling fixed annuities and life insurance.Primary Responsibilities
  • Executes on the strategies set by the Area Investment Executive (AIE) in conjunction with the Consumer Banking Executive (CBE) for the market
  • Works closely with the AIE on opportunities to partner with Financial Advisors (FA)
  • Coaches licensed bankers around opportunities to refer to the (FA)
  • Fosters a productive sales environment and enforce routines that will optimize opportunities to deliver the Regions 360 approach
  • Works with bankers during licensing process to ensure timely testing
  • Manages and delivers new licensed banker training and developmental training
  • Schedules and conducts ongoing product training within designated markets
  • Manages licensed banker compliance with continuing education (CE) expectations
  • Monitors and facilitates licensed banker staffing levels and staff allocation across the footprint and execute on identified goals for the branch and licensed bankers
  • Partners with the AIE and FAs, executing on strategies related to prospect call efforts
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.This position is incentive eligible.Requirements
  • High School Diploma or GED equivalent
  • Five (5) years of sales or sales/management, coaching/ training experience in a financial services environment
  • Life Insurance License
  • Experience with investment securities
  • Ability to travel within assigned geography on a regular basis
Preferences
  • Series 7, 65, 66
  • College Degree
Skills and Competencies
  • Excellent verbal and written communication skills
  • Microsoft Office proficiency
Position Type Full timeCompensation DetailsPay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.Job Range Target:Minimum: $76,670.00 USDMedian: $110,260.00 USDIncentive Pay Plans: This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Benefits InformationRegions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
  • Paid Vacation/Sick Time
  • 401K with Company Match
  • Medical, Dental and Vision Benefits
  • Disability Benefits
  • Health Savings Account
  • Flexible Spending Account
  • Life Insurance
  • Parental Leave
  • Employee Assistance Program
  • Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.Location Details BuckheadLocation: Atlanta, GeorgiaEqual Opportunity Employer/including Disabled/VeteransJob applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Regions Bank