CPWM Regional Insurance Specialist, Two Court Office Square Queens
Company: Citi
Location: Teaneck
Posted on: May 12, 2022
Job Description:
Citi's mission is to serve as a trusted partner to our clients
by responsibly providing financial services that enable growth and
economic progress. Our core activities are safeguarding assets,
lending money, making payments and accessing the capital markets on
behalf of our clients. We have 200 years of experience helping our
clients meet the world's toughest challenges and embrace its
greatest opportunities. We are Citi, the global bank - an
institution connecting millions of people across hundreds of
countries and cities.Description of Citi Personal Wealth Management
Citi Personal Wealth Management (CPWM) provides financial planning
and wealth management services via our Citibank branch-based
advisors and centralized service centers. CPWM will lead efforts to
dramatically expand our personal wealth management capabilities and
provide customers with simple, transparent solutions. The goal for
CPWM is to lead the industry in client-centric investments.Key
ResponsibilitiesThe CPWM Insurance & Estate Planning Specialist
will report to the Senior Vice President, Head of Insurance
Distribution and will work under the Sales Group organization.
-This position will work closely with the Wealth Group Executives
(Sales Managers) and Wealth Planning Specialists in the territory
and support the Advisors and Relationship Managers in the
region.Key responsibilities include:
- Work with Advisors in region to grow their existing clients'
share of wallet and win a greater percentage of their high net
worth prospects by focusing on delivering quality insurance
solutions that meet individual client's needs.
- Educate Advisors on insurance solutions, create customized
insurance proposals for high net worth clients and be available to
accompany Advisors to deliver insurance solutions in client
meetings.
- Collaborate with CPWM Wealth Planning Specialists (financial
planners) to offer complete advice and wealth solutions to
clients.
- Leverage insurance carrier specialists and wholesalers to
provide subject matter expertise where appropriate and present or
co-present at Advisor meetings and client events
- Act as a subject matter expert in the region on insurance
products and planning concepts.
- Be a student of the industry and constantly learn about new
insurance products, industry trends, regulatory requirements, tax
law changes, etc.
- Work together with insurance product support team to provide
case management and design support.
- Provide a high level of communication and customer service to
Advisors and their clients.
- Balance requests from different Advisors across the region and
actively monitor the queue of outstanding insurance cases and
client meeting calendar.
- Speak at client events on insurance planning topics like:
income replacement, estate planning, charitable giving,
supplemental retirement income, buy sell agreements, key person
insurance, asset repositioning strategies, etc.
- Responsible for travel to meet with advisors and their clients.
Expect up to 75% travel, although it will be limited to regional
day trips.
- Accountable for regional insurance revenue goals and
penetration goals.
- Qualifications
- 5 to 8 years of experience in life insurance sales
required
- CFP, CLU/ChFC a plus
- Expertise in managing a sales territory
- Broad understanding of financial services, insurance solutions
and all aspects of planning strategies and concepts
- Microsoft Office skills including Word, Excel and
PowerPoint
- Client-centric skills including excellent interpersonal, verbal
and written communication skills
- Strong analytical skills and attention to detail
- Ability to adapt easily to a constantly changing environment,
juggle multiple tasks and prioritize work to maintain
efficiency
- Familiarity with NaviPlan and Money Guide Pro planning software
a plus to help advisors implement plans with insurance
solutions
- Service oriented with strong organizational and follow-up
skills
- Ability to multitask and manage competing appointments on
calendar
- Must be able to communicate technical or complex concepts
understandably
- Able to work autonomously and operate cohesively in a team
environment
- Proven strong public speaking skills
- FINRA Series 6 and 63 and Life & Health Insurance licenses
required
- Bachelor's Degree required
- Travel: Up to 75% of time traveling to meet with financial
advisors and their clients within the region. No overnight travel
required.-------------------------------------------------Job
Family Group: Consumer
Sales-------------------------------------------------Job
Family:Consumer Product
Sales------------------------------------------------------Time
Type:Full
time------------------------------------------------------Citi is
an equal opportunity and affirmative action employer.Qualified
applicants will receive consideration without regard to their race,
color, religion, sex, sexual orientation, gender identity, national
origin, disability, or status as a protected veteran.Citigroup Inc.
and its subsidiaries ("Citi") invite all qualified interested
applicants to apply for career opportunities. If you are a person
with a disability and need a reasonable accommodation to use our
search tools and/or apply for a career opportunity review .View the
"" poster. View the .View the .View the
-----------------------------Effective November 1, 2021, Citi
requires that all successful applicants for positions located in
the United States or Puerto Rico be fully vaccinated against
COVID-19 as a condition of employment and provide proof of such
vaccination prior to commencement of employment.
Keywords: Citi, Paterson , CPWM Regional Insurance Specialist, Two Court Office Square Queens, Administration, Clerical , Teaneck, New Jersey
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