Associate Investment Representative - Iberia Financial Services in Metairie, LA at First Horizon National Corporation

Date Posted: 10/3/2020

Job Snapshot

  • Employee Type:
  • Location:
    2900 Ridgelake Drive
    Metairie, LA
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
  • Job ID:

Job Description

The Associate Investment Representative will assist Senior Registered Representative in producing revenues from the sale of approved non-traditional investments. The individual will also provide exceptional service to new and existing customers of IFS, and offer exceptional sales support to Licensed Bank Employees.

  • 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
  • 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; or equivalent combination of education and experience required
  • 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.
CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc):

  • Appropriate state(s) Life & Health Insurance Licenses
  • FINRA Series 7/63 or 66 preferred