Dynamic Financial Growth Opportunity
1 week ago
Company Overview
Citizens is a high-quality provider in the investment services industry, committed to growing its market share and delivering exceptional customer experiences. With a focus on excellence, we empower our colleagues to help customers achieve their financial goals.
Salary
The estimated salary for this position ranges from $65,000 to $70,000 per year, with opportunities for additional incentive earnings. This compensation reflects the company's commitment to offering competitive pay and benefits.
Job Description
We are seeking a talented Financial Advisor who can proactively identify and sell a broad array of Investment and Insurance products to customers. As a key role within our Wealth Management division, you will be responsible for delivering personalized financial strategies to mass affluent clientele.
Required Skills and Qualifications
- Able to adapt quickly to changing requirements or environments
- 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
- Active Series 7, 66 (65 and 63), and life insurance licenses
Benefits
We offer a comprehensive benefits package, including competitive pay, 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 local and state jurisdiction requirements.
Others
This hybrid schedule role requires working from a Citizens corporate office location and engaging with customers virtually via phone and video. The primary objective is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs.
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