Remote Wealth Advisor: Grow Your Client Book

Citizens Bank; East Amherst (NY); Remote; USD 65,000 - 70,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Retirement benefits

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Wealth Management is hiring a Virtual Wealth Advisor to proactively identify and sell a broad array of Investment and Insurance products to mass affluent clients. The Virtual Wealth Advisor will deliver personalized financial strategies via phone and video, while maintaining compliance with Citizens policies.

The successful candidate will work with a set circuit of branches and engage with customers virtually to determine investment needs, recommend strategies, and grow client assets

Qualifications

• Active Series 7, 66 (65 and 63), and life insurance licenses.
• 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

Virtual sales skills

Client relationship management

Phone-based servicing

Job description

Citizens Wealth Management is hiring a Virtual Wealth Advisor to proactively identify and sell a broad array of Investment and Insurance products to mass affluent clients. The Virtual Wealth Advisor will deliver personalized financial strategies via phone and video, while maintaining compliance with Citizens policies.

The successful candidate will work with a set circuit of branches and engage with customers virtually to determine investment needs, recommend strategies, and grow client assets