Remote Virtual Wealth Advisor - Personalized Investing

Citizens Bank; Southfield (MI); Remote; USD 65,000 - 70,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive medical

Dental and vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs and more

Job summary

Citizens Wealth Management is hiring a Virtual Wealth Advisor to proactively identify and sell investment and insurance products to mass affluent clients. The role will be based at a Citizens corporate office and served virtually by phone and video, delivering personalized financial strategies to meet clients' goals.

The successful candidate will analyze client information, build relationships, and strive to exceed sales targets while complying with Citizens policies and regulatory requirements.

Qualifications

• 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.

Responsibilities

• Focus on clients: Aspire to deliver world-class customer service.
• Drive sales: Analyze the client’s investment needs and achieve sales growth goals by delivering an exceptional virtual experience.
• Build book of business: Proactively seek ways to develop and expand client relationships.
• Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals.
• Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills.

Skills

Series 7 license

Series 66 license

Life insurance license

Virtual and phone servicing

Sales experience

Tools

Video conferencing

Job description

Citizens Wealth Management is hiring a Virtual Wealth Advisor to proactively identify and sell investment and insurance products to mass affluent clients. The role will be based at a Citizens corporate office and served virtually by phone and video, delivering personalized financial strategies to meet clients' goals.

The successful candidate will analyze client information, build relationships, and strive to exceed sales targets while complying with Citizens policies and regulatory requirements.