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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:
Organizations with strong, centralized leadership are particularly attractive to you. You require a work environment with leadership that aggressively seeks to expand and grow the business and does so in a visible and decisive manner. In general you prefer to work in an environment in which there is a strong link between leadership, its actions, and a strong set of company-wide values.
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 |
