Virtual Wealth Advisor - Boston, MA
$65,000–$70,000 year
Remote · Johnston, Rhode Island, United States
Job Summary
Virtual Wealth Advisor delivers personalized financial strategies to mass affluent clients through virtual channels (phone and video) from a Citizens corporate office, focusing on investment and insurance products. Builds and expands a book of business, analyzes client information to tailor investment options, meets sales goals, ensures compliance with policies/regulations, and collaborates with branch personnel to deliver world-class service while working remotely. Requires active Series 7, 66 (65/63), and life insurance licenses; strong sales performance with virtual/phone-based servicing experience; located in Johnston, RI.
Required Qualifications
- Active Series 7, 66 (65 and 63), and life insurance licenses
- Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales
- Established track record of top-ranked sales performance
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