Entry Level Salaried Financial Professional (PCPG) (HYBRID OR REMOTE)

Equitable•Salt Lake City, UT

6d•$50,000•Hybrid

About The Position

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859. Equitable is looking for a dynamic Entry Level Salaried Financial Professional (PCPG) to join our team! This position is a Hybrid or Remote Opportunity and can be based out of our Syracuse, NY or Salt Lake City, UT offices. What You’ll Be Doing Train • Acquire your core financial services licenses o Series 7, Series 66, Life and Health License o Learn about the philosophy behind the Equitable financial planning process o Learn about the financial markets and types of investments o Understand how to engage clients Learn • Join our Branch Assist team to o Connect with existing Equitable clients o Work with them to position their existing investments to meet their long term financial goals o Work with existing clients to plan and prepare for new financial needs as their lives and needs change Partner • Spend the next two years working with 10 – 20 successful Financial Professionals to o Contact their clients to help them grow and build efficiencies in their business o Work with clients to help them realize their financial goals o Get an up close and personal view as to what it takes to become a successful Financial Professional Additional Training You will receive additional training in critical skills and topics including o Client Prospecting o Conducting face to face client meetings o Developing client seminars o Managing business expenses This position offers a flexible work schedule: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Salt Lake Cit, UT; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection. The base salary for this position is $50,000. This role is eligible for variable compensation. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits: Equitable Total Rewards Program

Requirements

Bachelor's degree or equivalent relevant industry experience
Ability to obtain FINRA Series 7 and 66 licenses, as well as Life Insurance Licenses (funding for licensing provided by the company; includes study program and materials)
Prior customer relationship management experience
Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales.
Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.
Knowledge of sales scoping and qualification techniques and skills; ability to identify and qualify potential sales opportunities for the organization.

Nice To Haves

Previous sales experience preferably in the financial services industry (Banking, Insurance, Property and Casualty, or Retail Investments)
Strong research and analytical skills
Excellent interpersonal and communication skills

Responsibilities

Acquire your core financial services licenses
Connect with existing Equitable clients
Work with them to position their existing investments to meet their long term financial goals
Work with existing clients to plan and prepare for new financial needs as their lives and needs change
Contact their clients to help them grow and build efficiencies in their business
Work with clients to help them realize their financial goals