Financial Services Development Associate
4 days ago
First Citizens Bank offers a unique opportunity to launch your financial services career through our licensed sales development program. This comprehensive program is designed to equip you with the knowledge and skills necessary to succeed in the financial services industry.
The program begins with a customized study program to obtain investment and insurance licenses, including the Securities Industry Essentials (SIE), Series 6, 63, and state-specific life insurance. Once complete, you'll learn core banking principles and consultative selling skills to excel in this industry.
This 6-month program is fast-paced and interactive, providing opportunities to apply what you've learned in a safe and supportive environment. Upon graduation, you'll be placed in a licensed role, helping First Citizens clients with their banking and investment needs.
Responsibilities- Proactive outreach to generate appointments for sales conversations
- Sales conversations to understand banking needs and financial goals
- Open deposit accounts and originate loans (including real estate secured loans)
- Identify referrals for wealth, mortgage, and business/commercial banking
Bachelor's Degree and 0 years of experience OR High School Diploma/GED and 4 years of experience in sales, customer service, or lending
License Requirement: Your continued employment in the Financial Services Development Program is contingent upon participating in the next available Licensed Platform Associate (LPA) track and having or acquiring all state and federal licenses and registrations necessary for your assigned responsibilities within 6 months of beginning the LPA track.
Preferred Area of Experience: Financial services sales, telephone sales
Preferred Education: Bachelor's Degree obtained within the last 2 years
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