Top Financial Professional

5 days ago


Fort Washington, Pennsylvania, United States Citizens Full time

Company Overview

Citizens Wealth Management is a leading provider of investment services, committed to delivering exceptional results and exceeding client expectations. With a strong focus on growth and customer satisfaction, we are seeking talented professionals to join our team as Virtual Financial Advisors.

Salary

The salary range for this position is $65,000 - $70,000 plus an opportunity to earn additional incentive earnings based on individual performance and contributions to the company's success.

Job Description

As a Virtual Financial Advisor, you will be responsible for delivering personalized financial strategies to mass affluent clientele, leveraging your expertise in investment and insurance products to meet clients' unique needs and goals. This role requires strong analytical and communication skills, with the ability to work effectively in a virtual environment and build strong relationships with customers and colleagues alike.

Key Responsibilities:

  • Client Focus: Deliver world-class customer service, striving to exceed client expectations through proactive engagement and tailored solutions.
  • Sales Growth: Analyze clients' investment needs and achieve sales growth goals by providing exceptional virtual experiences and recommendations.
  • Business Development: Proactively seek opportunities to develop and expand client relationships, identifying new business opportunities and driving revenue growth.
  • Personal Efficiency: Demonstrate attention to detail, self-motivation, and resourcefulness in achieving branch and personal goals, while maximizing productivity and efficiency.
  • Career Advancement: Actively participate in training and development opportunities to expand knowledge, influencing, and interpersonal skills, driving career growth and professional development.

Qualifications, Education, Certifications, and/or Other Professional Credentials

To succeed in this role, you will need:

  • Active Series 7, 66 (65 and 63), and life insurance licenses.
  • An established track record of top-ranked sales performance.
  • Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales.
  • The ability to adapt quickly to changing requirements or environments.

Benefits

We offer a comprehensive benefits package, including competitive pay, comprehensive medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more. Our paid time off policy exceeds mandatory requirements, providing a healthy work-life balance and supporting your overall well-being.

Equal Employment Opportunity

Citizens is an equal employment opportunity employer, committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. We strive to create a diverse and supportive work environment, where everyone has the opportunity to grow and succeed.



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