Job Summary
The Virtual Wealth Advisor plays a crucial role in providing customized financial solutions and investment strategies to a portfolio of mass affluent clients through phone and video consultations. This role demands a proactive approach to identifying new sales opportunities while managing client relationships and adhering to all regulatory and corporate guidelines.
Responsibilities
- Deliver tailored financial strategies and investment advice to mass affluent customers via various virtual platforms.
- Proactively seek and identify sales opportunities within the existing client base.
- Manage and maintain a designated book of business, nurturing client relationships to drive satisfaction and loyalty.
- Ensure compliance with relevant regulatory and corporate policies in all interactions and transactions.
Qualifications
- Must possess active Series 7 and 66 licenses (or Series 65 and 63) along with a valid life insurance license.
- Demonstrated history of exceptional sales performance, preferably in a virtual or phone-based financial services environment.
- Experience in delivering financial servicing through audio and video communication methods.
Citizens provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
