Platform Investment Consultant

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

Preferences

Skills and Competencies

Position Type

Full time

Compensation Details

Pay 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 USD

Median : $110,260.00 USD

Incentive 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 Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. 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.

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.

https : / / www.regions.com / welcometour / benefits.rf

Location Details

Buckhead

Location : Atlanta, Georgia

Equal Opportunity Employer / including Disabled / Veterans

Job 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.

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