Gtefinancial

Investment Sales Coordinator

Tampa, FL (HQ) · Full-time

Sponsorship not specifiedDetected 30 days ago

Pipeline ManagementCustomer SupportLeadershipCommunicationMentoring

About the role

The Investment Sales Coordinator will coach our licensed bankers in sales execution, pipeline management, and client engagement.
What does GTE look for as an Investment Sales Coordinator?
The position is defined as hybrid in nature, (in-office, or remote) and may be changed at any time by management with appropriate notice, if possible.

Coach, train, and manage Licensed Bankers, ensuring adherence to credit union and departmental standards.
Drive accountability through regular branch visits, pipeline reviews, and coaching to ensure consistent execution.
Partner with leadership, compliance, and advisory teams to identify growth opportunities, improve referral quality, and strengthen investment experience for members.
Build strong client relationships focused on retention, trust, and long-term value.
Deliver exceptional customer service with a focus on clarity and responsiveness.
Develop and coordinate training initiatives with Financial Advisors, internal partners, and the GTE Talent Team
Serve as liaison between advisors, retail leadership, and business partners.
Analyze performance trends to develop a targeted strategy that can be individually designed for CFCs or bankers.
Drive referral generation and investment conversations within retail channels.
Develop investment campaigns, initiatives that increase visibility and performance.

FINRA Series 7, and 66 licenses required.
FINRA Series 24 required or to be obtained within 1 year.
Candidates who are not currently licensed must obtain required licenses within 6 months.
3+ years of production experience working with Licensed Bankers.
3+ years of experience in a licensed role within a bank or credit union.
A quiet workplace so you can focus on delivering excellent service to our members.

Coordinate with broker dealer on operational timeline and expectations of the licensed banker program.
Bilingual (English/Spanish) preferred.

Strong understanding of investment products, sales processes, and compliance requirements.
Strong interpersonal and communication skills.
Excellent written and verbal communication skills.
Strong attention to detail with ability to multitask and stay organized.
Ability to analyze policies, compare changes, and explain insurance concepts to clients.
Position Details:
Department Hours: Monday- Friday (8:00 am to 5:00 pm)
Full-time hours required, with additional hours necessary to accomplish objectives, goals, and projects.
Required for Remote/Hybrid Work:
Some positions will require performance standards to be met to qualify for alternative work arrangements.
Required to have power and high-speed internet over 100MB (minimum).

Provide guidance and education to clients on coverage, renewals, and policy changes.

Come join our GTE Financial team!
We are looking for an organized, sales-professional, strategic leader to join us as an Investment Sales Coordinator.
They are responsible for the Licensed Banker Program across all locations, developing and coordinating training initiatives with the Financial Advisors, internal partners, and the GTE Talent Team.

This listing is sourced directly from Gtefinancial's careers page and normalized into a canonical job model.