Financial Services Development Associate

4 days ago


Smithfield, North Carolina, United States First Citizens Bank Full time

First Citizens Bank is seeking a talented individual to join their licensed sales development program. This program is designed to provide a comprehensive learning experience, equipping candidates with the skills and knowledge necessary to succeed in the financial services industry.

The program begins with a tailored study program to obtain investment and insurance licenses, followed by learning core banking principles and consultative selling skills. This 6-month program is fast-paced, interactive, and allows for hands-on application of learning in a supportive environment.

Upon completion, successful candidates will be placed in a licensed role to assist First Citizens Bank clients with their banking and investment needs. As a Financial Services Development Associate, you will be responsible for:

  • Proactively reaching out to generate sales appointments
  • Conducting sales conversations to understand clients' financial goals
  • Opening deposit accounts and originating loans
  • Identifying referrals for wealth, mortgage, and business/commercial banking

To be successful in this role, you will need to possess a Bachelor's Degree or High School Diploma/GED and 4 years of experience in sales, customer service, or lending. Licenses required within 6 months of beginning the program include Securities Industries Essentials (SIE), Series 6, Series 63, Life Insurance, and SAFE Act registration.

Preferred experience in financial services sales and telephone sales is also desirable. First Citizens benefits programs are designed to support associates and their families, offering a comprehensive benefits package tailored to individual needs.



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