Financial Professional- Advisor Assist

Equitable • Salt Lake City, UT

18h • $55,000 • Hybrid

About The Position

At Equitable, our power is in our people.

We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
Having a sense of purpose in your career can make you feel more productive, valued, and rewarded. At Equitable Advisors, you can get more of what you expect out of your career. We promote an open working environment with opportunities to innovate, collaborate, and challenge yourself through empowering jobs and learning opportunities.
Start building your career as a financial professional in a salaried role designed to develop the skills and knowledge needed to pursue a successful, entrepreneurially-spirited career opportunity.

A Financial Professional- Advisor Assist will establish relationships with clients by delivering value through:

Requirements

• Bachelor's degree or equivalent relevant industry experience
• FINRA Series 7, 63, and 65 licenses (or equivalent), and Life Insurance Licenses
• 6-8 years of sales experience

Nice To Haves

• Prior customer service experience preferred
• Previous sales, counseling, or entrepreneurial experience

Responsibilities

• Proactively contacting our clients via phone, email, and chat
• Providing a single point of contact that brings together all the resources Equitable has to offer to address client needs
• Being an invaluable resource to answer client questions on their existing products and to validate their investment decisions
• Identifying new opportunities in partnership with the client
• Assisting the client in initiating or completing transactions as appropriate

Benefits

• For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off.
• Equitable Total Rewards Program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees