KIS Financial Advisor
KeyBank - Cincinnati, OH

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About Key

Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $87 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,576 ATMs; telephone banking centers 800-KEY2YOU® (800-539-2968); and a website,®, that provides account access and financial products 24 hours a day.

About the Job

Become the primary provider of investment services to KeyBank Community Bank clients by providing investment solutions to new and existing clients. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches.

Essential Job Functions

Utilizing a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff. Attain sales production and referral goals by working book of business, lead lists, and closing on referrals. Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities, and learn the core bank products to generate referrals back to the Community Bank where appropriate. Be an active member of the Branch team. Engage licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base. Coordinate all aspects of investment product delivery within assigned Branch(s), including the coaching of branch personnel, client management, service delivery and other resources in order to maximize needs-based sales production. Maintain responsibility for coaching and mentoring licensed KeyBank Relationship Managers to sell investment/annuity products to new and existing clients. Develop a strong Center of Influence strategy that leverages partnerships with the Retail Bank.

Required Qualifications

FINRA Series 7 and 66 (or 63 & 65); Life & Health Insurance License. High School Diploma or equivalent work experience. Broad knowledge of characteristics and needs of clients and partners within the bank-based investment market space. Demonstrated ability to sell products and services to investment clients; evidence of strong sales results. Strong customer focus. Ability to work as a team member. Ability to use: standard office equipment, proprietary financial services systems.

Careers at Key

KeyCorp is an Equal Opportunity Employer M/F/D/V

About this company
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Financial services giant KeyCorp unlocks its customers' monetary potential. With a focus on retail operations, flagship subsidiary...