Life Field Specialist

Company: Citizens
Location: North Stonington
Posted on: August 8, 2022

Job Description:

Description

The Annuity Field Specialists primary role will be to hold meetings with Financial Advisors in their branches, focused on products education and their proper placement within a client's portfolio. They will be responsible for maintaining an expertise level of knowledge in the Citizen's portfolio of annuities, the banks initiatives in other areas, and the technologies that are being utilized by advisors for the benefit for their clients. In addition, the Annuity Field Specialists can be brought in client meetings; when necessary, as the expert in their respective areas. The Annuity Field Specialists may participate on initiatives that are not necessarily annuity specific, for example financial planning training. Annuity Field Specialists will report directly to the SVP Wealth Management, Life and Annuity.

The Annuity Field Specialists work directly with Insurance Carrier Wholesalers to help facilitate the relationship between the advisors and wholesalers in their territory. They will meet on a regular basis with partner wholesalers to educate the insurance carrier wholesalers on the initiatives of the agency and Citizen's bank to help the partner carriers navigate their territory with the proper messaging. Joint Financial Advisor meetings with the Annuity Field Specialist and the Insurance Carrier Wholesaler will be at the discretion of the Annuity Field Specialist.

Specialists also partner with internal wholesalers / coaches to ensure advisors are well educated on the value of leading with planning and solving 100% of customers needs through thoughtful product placement.

--- Facilitate the relationship between the advisors and partner firm wholesalers in their territory. Meet on a regular basis with partner wholesalers to educate the insurance carrier wholesalers on the initiatives of the Agency, wealth management and Citizen's bank to help the partner carriers navigate their territory with the proper messaging.
--- Participate in joint client / advisor meetings as necessary
--- Conduct meetings with advisors / branches, assisting with the education on products and their proper placement within a client's portfolio.
--- Participate in Agency and other Wealth Management initiatives requiring representation related to Annuity solutions.

Qualifications

--- 5 years experience in wholesaling positions in Financial Services
--- Finra S6 required
--- Finra S63 required
--- Life Insurance License
--- Willing to travel 75% in the field within designated territory, requires overnight stays

Preferred:

--- Experience with Moneyguide Pro / eMoney or other financial planning software

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability or perceived 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, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer/Disabled/Veteran

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Keywords: Citizens, New England , Life Field Specialist, Other , North Stonington, Northeast