HFA Regional Sales Coordinator:
This position has the flexibility to sit within the current
Huntington footprint (IN,MI, KY, IL, OH, PA, WV).
The Regional Sales Coordinator, as part of Huntington Financial
Advisors (HFA), is a key role in providing support in coaching and
training of Investment Licensed Branch Colleagues. High delivery of
training, coaching and mentoring performed both virtually and
In-Person where results can measure in customer satisfaction and
retention while licensed colleague is able to increase overall
performance in their role. Responsibilities will also include
involvement in designing, planning and execution of training
curriculum, skill builds and workshops as needed.
The selected professional will be responsible for (but not
+ Regularly schedules and delivers training and workshops and/or
skill builds on a variety of topics which may be: financial
industry specific topics, investment conversations, services
available within HFA, partnering with a variety of colleagues
within the bank to meet customer needs in a relationship-based
+ Develop and maintain training materials to be utilized with
Licensed Bankers and HFA Colleagues in a thoughtful and prescribed
way to meet the Bank and HFAs overall objectives and customer's
+ Proactively communicate and attend meetings with key
leadership on a variety of topics related to Licensed Bankers,
including but not limited to: Recognition, Cohort Progress and
management, Upcoming Training sessions, productivity levels not
being met along with development of SMART plan, Cohort nomination
and selection, etc.
+ Manage training calendar and facilitate a variety of training
for Newly hired HFA colleagues.
+ Partners with key leadership to identify and analyze areas of
opportunity for LB placement, meeting of regional goals and
expectations, job family evolution and ability to promote within
CBB or HFA and continuous outreach and development of LBs needing
one on one coaching.
+ Serve as Subject Matter Expert (SME) in supporting sales
process designed by Retail while providing best practice techniques
as outlined in the HFA Source Model and Written Supervisory
+ Recognize colleagues for their contributions by utilizing
bank's approved recognition program
+ Maintains a good working relationship with HFA, CBB and Bank
+ Ability to travel within respective regions, if needed
+ Bachelor's Degree
+ Active Life and Health Insurance License, SIE, Series 7, and
24 (or to obtain the S24 within 120 days of hire)
+ At least 3 years in financial services in a sales, training
and/or support role capacity
+ Highly motivated to work as a team player to contribute to the
success of the team and organization
+ Excellent verbal and written communication skills
+ Demonstrates the ability to work independently
+ Performs other duties as assigned
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for more details.
Agency Statement: Huntington does not accept solicitation from
Third Party Recruiters for any position
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