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Financial Services Professional

1 month ago

Conshohocken, Pennsylvania, United States Citizens Full time
Job Summary

Citizens is seeking a skilled Financial Advisor 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
  • Proactively identify and sell a broad array of Investment and Insurance products to customers
  • Deliver exceptional virtual experiences to clients, analyzing their investment needs and recommending tailored solutions
  • Build and maintain strong relationships with branch personnel, promoting and selling investment products and services
  • Meet and exceed sales growth goals, striving for excellence in customer service and sales performance
Requirements
  • Active Series 7, 66 (65 and 63), and life insurance licenses
  • 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
  • Able to adapt quickly to changing requirements or environments
Benefits

Citizens offers a competitive salary range of $65,000 - $70,000 per year, plus an opportunity to earn additional incentive earnings. Our comprehensive benefits package includes medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more.

We are an equal employment opportunity employer, committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability.