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IFS Associate Investment Representative

Location: Sarasota
Posted on: June 17, 2019

Job Description:


Increases revenue of the assigned Senior Investment Representative and meets team production goal

Meets team production goals in a compliant manner

Coordinates with Senior Investment Representative to train and coach his/her assigned referral base and Licensed Bank Employees.

Processes business timely and submits paperwork in good order

Responds to"Back to Rep" requests and solves NIGOs timely

Provides exceptional customer service to new and existing clients

Complete understanding and compliance with all industry regulations, agency, broker/dealer and IBERIABANK processes and procedures

Performs other duties as required


No Supervisory Responsibilities


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:

A Bachelor's degree (B.A.)- from four-year College or University and 2 or more years experience

Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations

Ability to generate reports and business correspondence

Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public


Knowledge of all Microsoft Office Applications (e.g, Excel, Word, Powerpoint), Internet Software, and Imaging Software required.


Valid FINRA Series 7 license and State Life& Health Insurance license preferred.

Keywords: IBERIABANK, Lakeland , IFS Associate Investment Representative, Other , Sarasota, Florida

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