Surety Advisor (Remote)
• 29396
• 8540 Colonnade Center Dr
• Raleigh, North Carolina; North Carolina, United States; South Carolina, United States; Virginia, United States; Georgia, United States; Raleigh, North Carolina
• COMMERCIAL SALES
• Monday - Friday
• 06/26/2025
Job Description
Overview
This position is responsible for generating Surety and Bond revenue by developing new client relationships and maintaining existing account relationships. Reviews and analyzes key financial metrics and related underwriting requirements to recommend appropriate surety and bond solutions. Meets business goals and profitability objectives through direct sales and referral marketing techniques. Maintains a strong referral network to solicit new prospects.
This is a remote role that may be hired in the following locations: North Carolina, South Carolina, Virginia or Georgia.
Responsibilities
• Sales & Marketing - Promotes surety and bond solutions to current and prospective clients through sales negotiations and referrals. Completes applications for marketing and support staff, including supporting documentation, to facilitate sales pipeline. Achieves personal and business revenue goals by participating in sales forecasting, tracking, and reporting.
• Account Support - Provides service to existing clients. Answers inquires, determines client needs, and conducts ongoing analysis to verify coverage solutions. Reviews and ensures timely collection of accounts receivable balances.
• Relationship Development - Builds relationships with bankers, clients, and third parties to promote surety and bond solutions and generate referrals.
• Product Specialist - Maintains surety and bond knowledge to meet client needs. Recommends appropriate carrier and products to place coverage.
Qualifications
Bachelor’s Degree and 4 years of Surety experience OR High School Diploma/GED and 8 years of Surety experience.
Property & Casualty License Required
Preferred Qualifications:
Construction Surety experience is preferred.
Strong COI relationships with industry specialists such as CPA’s, Attorneys, etc.
Preferred location NC, SC, VA or GA.
Ability to present Surety niche solutions to internal banking partners and external COI’s.
Managing and reporting on sales pipeline activities.
Member of local state or national Surety Associations.
Ability to travel as needed.
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.
First Citizens Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race (including traits historically associated with race, such as hair texture and protective hairstyles), color, religion, national origin, sex, age, disability, protected veteran status, sexual orientation, gender identity, genetic information, military membership, application, or obligation, or any other legally protected status.
Section 19 of the Federal Deposit Insurance Act prohibits First Citizens Bank from employing individuals convicted of certain criminal offenses. Offers of employment will be contingent upon a satisfactory background check.
The Bank is committed to maintaining a safe workplace free from the influence of prohibited drugs and the misuse of alcohol and will not tolerate any prohibited drug use or alcohol misuse that jeopardizes the safety of associates, customers or others at the workplace, or threatens the Bank’s operations or competitiveness.
If you have a disability and need special assistance or accommodation to apply for employment at First Citizens Bank, please contact our Human Resources department at 888.716.7199 or email us at [email protected].
Apply Now
Apply Now
• 8540 Colonnade Center Dr
• Raleigh, North Carolina; North Carolina, United States; South Carolina, United States; Virginia, United States; Georgia, United States; Raleigh, North Carolina
• COMMERCIAL SALES
• Monday - Friday
• 06/26/2025
Job Description
Overview
This position is responsible for generating Surety and Bond revenue by developing new client relationships and maintaining existing account relationships. Reviews and analyzes key financial metrics and related underwriting requirements to recommend appropriate surety and bond solutions. Meets business goals and profitability objectives through direct sales and referral marketing techniques. Maintains a strong referral network to solicit new prospects.
This is a remote role that may be hired in the following locations: North Carolina, South Carolina, Virginia or Georgia.
Responsibilities
• Sales & Marketing - Promotes surety and bond solutions to current and prospective clients through sales negotiations and referrals. Completes applications for marketing and support staff, including supporting documentation, to facilitate sales pipeline. Achieves personal and business revenue goals by participating in sales forecasting, tracking, and reporting.
• Account Support - Provides service to existing clients. Answers inquires, determines client needs, and conducts ongoing analysis to verify coverage solutions. Reviews and ensures timely collection of accounts receivable balances.
• Relationship Development - Builds relationships with bankers, clients, and third parties to promote surety and bond solutions and generate referrals.
• Product Specialist - Maintains surety and bond knowledge to meet client needs. Recommends appropriate carrier and products to place coverage.
Qualifications
Bachelor’s Degree and 4 years of Surety experience OR High School Diploma/GED and 8 years of Surety experience.
Property & Casualty License Required
Preferred Qualifications:
Construction Surety experience is preferred.
Strong COI relationships with industry specialists such as CPA’s, Attorneys, etc.
Preferred location NC, SC, VA or GA.
Ability to present Surety niche solutions to internal banking partners and external COI’s.
Managing and reporting on sales pipeline activities.
Member of local state or national Surety Associations.
Ability to travel as needed.
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.
First Citizens Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race (including traits historically associated with race, such as hair texture and protective hairstyles), color, religion, national origin, sex, age, disability, protected veteran status, sexual orientation, gender identity, genetic information, military membership, application, or obligation, or any other legally protected status.
Section 19 of the Federal Deposit Insurance Act prohibits First Citizens Bank from employing individuals convicted of certain criminal offenses. Offers of employment will be contingent upon a satisfactory background check.
The Bank is committed to maintaining a safe workplace free from the influence of prohibited drugs and the misuse of alcohol and will not tolerate any prohibited drug use or alcohol misuse that jeopardizes the safety of associates, customers or others at the workplace, or threatens the Bank’s operations or competitiveness.
If you have a disability and need special assistance or accommodation to apply for employment at First Citizens Bank, please contact our Human Resources department at 888.716.7199 or email us at [email protected].
Apply Now
Apply Now