CPWM Regional Insurance Specialist, LA area
Company: Citi
Location: Fountain Valley
Posted on: August 7, 2022
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Job Description:
Job Description Citi, the leading global financial services
company, has some 200 million customer accounts and does business
in more than 160 countries and jurisdictions. Citi provides
consumers, corporations, governments and institutions with a broad
range of financial products and services, including consumer
banking and credit, corporate and investment banking, securities
brokerage and wealth management. Additional information may be
found at www.citigroup.com or www.citi.com. 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
Responsibilities 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: 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 Accessibility at
Citi . View the " EEO is the Law " poster. View the EEO is the Law
Supplement . View the EEO Policy Statement . View the Pay
Transparency Posting 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, Fountain Valley , CPWM Regional Insurance Specialist, LA area, Other , Fountain Valley, California
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