Financial Services Professional

2 weeks ago


Guilford, Connecticut, United States Citizens Full time
Job Summary

Citizens is seeking a highly skilled Financial Services Professional to join our Wealth Management division. As a key member of our team, you will be responsible for delivering personalized financial strategies to mass affluent clientele.

Key Responsibilities
  • Client Focus: Aspire to deliver world-class customer service, understanding client needs and preferences.
  • Sales Growth: Analyze client investment needs and achieve sales growth goals by delivering an exceptional virtual experience.
  • Business Development: Proactively seek ways to develop and expand client relationships, identifying new business opportunities.
  • Operational Efficiency: Maximize personal efficiency, with attention to detail, self-motivation, and resourcefulness to achieve branch and personal goals.
  • Professional Development: Actively participate in opportunities to expand knowledge, influencing, and interpersonal skills.
Requirements
  • Licenses and Certifications: Active Series 7, and 63, and life insurance licenses.
  • Experience: Established track record of top-ranked sales performance, with experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales.
  • Adaptability: Able to adapt quickly to changing requirements or environments.
Work Environment
  • Hours and Schedule: 40 hours per week, with a varying work schedule.


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