Investment Sales Coordinator

GTE Financial

Investment Sales Coordinator overseeing the Licensed Banker Program at GTE Financial. Coaching bankers in sales execution and ensuring compliance with regulatory standards.

Posted 5/8/2026full-timeTampa • Florida • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Serve as the primary point of contact for an assigned book of business.
Coach, train, and manage Licensed Bankers, ensuring adherence to credit union and departmental standards.
Monitor performance and activity levels, providing feedback and direction for growth and development.
Motivate team members and set clear expectations for performance and responsibilities.
Act as an operational supervisory resource supporting FINRA-licensed employees.
Ensure proper onboarding, training, and ongoing development of Licensed Bankers.
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.
Provide guidance and education to clients on coverage, renewals, and policy changes.
Deliver exceptional customer service with a focus on clarity and responsiveness.
Manage and oversee the Licensed Banker Program across all assigned locations.
Develop and coordinate training initiatives with Financial Advisors, internal partners, and the GTE Talent Team.
Track licensing status, CE requirements, and program effectiveness.
Identify opportunities to improve production, referral flow, and client engagement.
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.
Review client profiles for missing lines of business and recommend solutions (auto, home, umbrella, flood, commercial).
Monitor productivity and sales activity to ensure performance targets are achieved.
Conduct joint calling, branch observations, and coaching sessions.
Develop investment campaigns, initiatives that increase visibility and performance.
Maintain accurate and complete documentation in agency management systems (AMS360 preferred).
Manage licensing requirements, onboarding, and renewals for all Licensed Bankers.
Ensure completion and tracking of continuing education (CE) requirements.
Maintain compliance with SEC and FINRA regulations.
Maintain accurate records of licensing, CE, and program activity.
Serve as primary contact for retail and internal partners regarding licensed employees.
Maintain accurate documentation, reporting for compliance and audit readiness.
Coordinate with broker dealer on operational timeline and expectations of the licensed banker program.

Requirements

What you’ll need

Undergraduate degree is preferred, or equivalent combination of education, training, and experience.
FINRA Series 7, and 66 licenses required.
FINRA Series 24 required or to be obtained within 1 year.
Florida 2-15 (Life, Health & Variable Annuities) insurance license required.
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.
Strong understanding of investment products, sales processes, and compliance requirements.
Strong interpersonal and communication skills.
Bilingual (English/Spanish) preferred.

Benefits

Comp & perks

Total Rewards – Competitive pay, robust insurance, wellness programs, retirement plans, generous time off.
Career Growth – Tuition assistance, leadership development, certifications, and ongoing learning.
Work-Life Balance – Flexible schedules and benefits that support your well-being.
Community Impact – We actively invest in local charities and volunteer efforts.
Purpose-Driven Work – Help deliver financial solutions that truly make a difference.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

FINRA Series 7FINRA Series 66FINRA Series 24Florida 2-15 insurance licenseinvestment productssales processescompliance requirementscoachingtrainingperformance monitoring

Soft Skills

interpersonal skillscommunication skillsteam motivationclient relationship managementfeedback provisionperformance accountabilitystrategic analysisproblem-solvingleadershipcustomer service

Certifications

FINRA Series 7FINRA Series 66FINRA Series 24Florida 2-15 insurance license