Virtual Wealth Advisor: Investment Guidance

Citizens Careers; Town of Amherst (NY); Remote; USD 65.000 - 70.000; Vollzeit

Benefits dieser Stelle

Medical Insurance

Dental Insurance

Vision Insurance

Retirement Benefits

Maternity/Paternity Leave

Flexible Work Arrangements

Education Reimbursement

Wellness Programs

Paid Time Off

Zusammenfassung

Citizens Wealth Management is seeking a Virtual Wealth Advisor to proactively identify and sell a broad array of Investment and Insurance products to mass affluent clients. The role is based in a Citizens corporate office but serves clients virtually via phone and video, focusing on growing assets and acquiring new clients as the single point of contact for investment needs.

The advisor will work with a circuit of branches, analyze client information, recommend investment strategies, and strive

Qualifikationen

• 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.

Aufgaben

• 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

Kenntnisse

Series 7/66/Life Licenses

Jobbeschreibung

Citizens Wealth Management is seeking a Virtual Wealth Advisor to proactively identify and sell a broad array of Investment and Insurance products to mass affluent clients. The role is based in a Citizens corporate office but serves clients virtually via phone and video, focusing on growing assets and acquiring new clients as the single point of contact for investment needs.

The advisor will work with a circuit of branches, analyze client information, recommend investment strategies, and strive