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Citi Street: Retirement Services Division Work Values
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Daily Duties at Citi Street: Retirement Services Division:
Managed tax shelter accounts for healthcare cases and serviced a Travelers' client base of over 800 while increasing participation 10% - 15% each year. Built relationships with healthcare CEO’s/administration and directors of key departments to maintain case rapport. Guided clients through asset accumulation, asset protection, and asset distribution life phases. Arranged/performed sales presentations and workshops marketing available 403(b) retirement products, Salomon Smith Barney mutual funds, and life & long term care insurance.
What they like about Citi Street: Retirement Services Division:
Working in an organization that is technologically advanced, creative, and innovative is critical in your assessment of hiring companies. Less important to you are stability of the organization, the length of time an organization has been in business, and the business' plans for the future. You prefer a fast-moving company that will take risks to achieve its goals and objectives. The length of time the company has been in business is irrelevant. Maintaining status quo is unnecessary. You thrive on change, uncertainty and the upside of potential business risks, especially those associated with innovation. Stability for the long haul is not nearly as important as is working in an atmosphere that is charged with a sense of urgency and constant change.
Tags
Wholesaler, Wealth Transfer, Leveraged gifting, Business Continuation, Insurance, Point-of-sale assistance, Experienced Life Insurance Consultant
Information about Citi Street: Retirement Services Division
Company Rank: 4.0 out of 5
Average length of employment : 7 years
Average salary of employees: $100,000
These are some of the questions we asked our climbers about their experiences with Citi Street: Retirement Services Division:
| 05| | ||
| Were your performance expectations clearly communicated? | 4.0 |
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| Were you recognized for meeting or exceeding expectations? | 4.0 |
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| Did you feel like your personal contribution was important? | 4.0 |
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| Was your career path clearly outlined and discussed? | 4.0 |
| 03| | ||
| I would recommend this as a place of employment. | 3.0 | |
| I believe in the purpose of this organization. | 3.0 | |
| I would work for this organization again. | 3.0 | |
| I feel employees are fairly compensated. | 3.0 |
Climbers who worked at Citi Street: Retirement Services Division had these interests:
| Magazines | |
|---|---|
Men's Health |
Mens fitness |
| Life Insurance Selling |
Insurance selling ideas & industry updates |
| Investment Advisor |
Financial & investment industry info geared towards advisors |
