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Wealth External Wholesaler

Company: Citizens
Location: Clayville
Posted on: September 24, 2022

Job Description:

DescriptionAs the CSI External Wholesaler, you will manage money product lines and interface with financial advisors to position products across sales channels while seeking opportunities to actively promote managed money products and drive sales of the investment advisory product line.

  • 80%-Work directly with Financial Consultants (7590% travel) to review case analysis and discuss appropriate product options for clients. Train and educate Financial Consultants on the various product offerings available to promote and actively drive sales
  • 10%-Work with vendors to discuss product opportunity and research the industry to find new product offerings that would be beneficial to clients. Involved from start to finish in the early- stage discussion of new products to the launch and support of the product.
  • 10%-Perform due diligence on product lines, create sales reports, activity reports, and sales flow analysis to track success of FC penetration and persistency. Qualifications5 years experience Investment Financial Services Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.Why Work for UsAt 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 OpportunityCitizens, 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/VeteranCitizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Keywords: Citizens, Cranston , Wealth External Wholesaler, Other , Clayville, Rhode Island

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