Investment Product Specialist

hace 1 mes

Puerto Diablo Barrio, Puerto Rico Citizens A tiempo completo

Primary Responsibilities:

• Focus on clients: Aspire to deliver world-class customer service and excellent communication.

• Drive sales: Analyze the clients 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.

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.

About Citizens:

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates. We are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day.

• We provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleagues or a dependents reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

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