Salaried Financial Professional- Premier Team (REMOTE)

Equitable

6d•Remote

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. Invest In Your Potential! At Equitable Advisors, you’ll find an environment where you are encouraged to think boldly, collaborate deeply, and continuously develop your skills while helping others achieve financial confidence and security. Our Financial Professional, Premier Team role is designed for individuals who are motivated to build a long‑term career in financial services. You will gain hands‑on experience, meaningful client exposure, and insight into what it takes to support and grow a successful advisory practice while developing the foundation for an entrepreneurially driven career path. This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer‑focused service during our core hours (8:30 AM–5:30 PM EST). Periodic office visits may be requested based on business needs.

Requirements

A bachelor's degree or equivalent relevant industry experience that demonstrates a strong foundation in client engagement, sales, and financial services
Active FINRA licenses, including Series 7, Series 63, and Series 65 (or equivalent)
Life Insurance licenses
Six to eight years of proven sales experience, with a track record of building relationships, driving results, and delivering value in a client‑focused environment

Nice To Haves

Provide desired, nice to have skills
Provide any preferred certifications
Preferred, skills, software, product, etc.

Responsibilities

Proactively connect with clients via phone, email, and chat to provide timely support and guidance
Serve as a single point of contact, coordinating Equitable’s full range of resources to address client needs efficiently and effectively
Act as a trusted resource to answer questions about existing products, reinforce client confidence, and validate investment decisions
Identify new opportunities in partnership with clients as their financial goals, priorities, and life circumstances evolve
Assist clients with initiating and completing transactions, ensuring a smooth, accurate, and positive experience
Collaborate closely with Financial Professionals to support client relationships and enhance overall service delivery