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