CPWM Regional Insurance Specialist - Miami
Company: Citi
Location: Deerfield Beach
Posted on: June 24, 2022
Job Description:
The CPWM Insurance & Estate Planning Specialist -is a strategic
professional who stays abreast of developments within own field and
contributes to directional strategy by considering their
application in own job and the business. Recognized technical
authority for an area within the business. Requires basic
commercial awareness. There are typically multiple people within
the business that provide the same level of subject matter
expertise. Developed communication and diplomacy skills are
required in order to guide, influence and convince others, in
particular colleagues in other areas and occasional external
customers. Significant impact on the area through complex
deliverables. Provides advice and counsel related to the technology
or operations of the business. Work impacts an entire area, which
eventually affects the overall performance and effectiveness of the
sub-function/job family.The 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-------------------------------------------------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, Deerfield Beach , CPWM Regional Insurance Specialist - Miami, Other , Deerfield Beach, Florida
Didn't find what you're looking for? Search again!
Loading more jobs...