Financial Professional - Retirement Benefits Group - FL, Boca Raton (3846)

Equitable•Boca Raton, FL

1d•Onsite

About The Position

Join Equitable Advisors as a Financial Professional within the Retirement Benefits Group (RBG). This role focuses on addressing the unique retirement needs of professionals in sectors like education, healthcare, and government. The position offers a structured development path to becoming a wealth manager, including licensing and employment, with the flexibility for work-life balance and unlimited income potential. The role involves client engagement, consultation on financial products and services, and client service implementation. Work will be conducted outside the office in local schools and municipalities.

Requirements

Bachelor's degree or equivalent skills and work experience
State Life & Health, SIE, Series 7, Series 66 licensing
Values-driven with a track record of success and accomplishment
Excellent interpersonal and communication abilities with strong self-confidence
Entrepreneurial spirit with a desire to positively impact others' lives
Ability to work with and learn from top performers
Must be authorized to work in the United States

Responsibilities

Cultivate and expand your network within established markets.
Educate clients on diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs.
Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services.
Work outside the office in local schools and municipalities.