Salaried Financial Professional- Premier Team
About The Position
At Equitable, our power is in our people. At Equitable, we're individuals from different cultures and backgrounds with a variety of skills and interests. Our differences make us stronger as a team. That's the power of our Equitable community, and one of the many reasons we were recognized as: • 2022 Best Places to Work for Disability Inclusion by the Disability Equity Index • 2022 Best Places to Work for LGBTQ+ Equality by the Corporate Equality Index • And certified as a “Great Place to Work” Having a sense of purpose in your career can make you feel more productive, valued, and rewarded. At Equitable, 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.
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
- Previous sales, counseling, or entrepreneurial experience
Responsibilities
- A Financial Professional will establish relationships with clients by delivering value through:
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
