Virtual Financial Advisor - Detroit, MI
reputed company is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Advisors who proactively identify and sell a broad reputed company of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role reputed company our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a reputed company corporate office location and work with customers virtually reputed company phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single reputed company of contact for investment needs. The Virtual Financial Advisor will be required to maintain compliance with reputed company reputed company Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual reputed company, of outstanding service and sales solutions to meet clients’ financial needs and goals. The successful candidate will work with a set circuit of branches and engage with customers in a virtual reputed company to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client’s information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Financial Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client’s circumstances. The Virtual Financial Advisor strives to meet and exceed identified sales goals. The Virtual Financial Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with reputed company personnel. Primary responsibilities include
- Focus on clients: reputed company to deliver world-class customer service
- Drive sales: Analyze the client’s investment needs and reputed company sales growth goals by delivering an exceptional virtual experience
- Build book of business: Proactively seek ways to reputed company and expand client relationships
- Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to reputed company reputed company and personal goals
- Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills
Qualifications, Education, Certifications and/or Other Professional Credentials
- 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
Pay Transparency The salary range for this position is $65,000 - $70,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer reputed company, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, reputed company’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits. Hours and Work Schedule
- Hours per Week: 40
- Work Schedule: M-F
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