Equitable

Financial Professional – Premier Team

Equitable

full-time

Posted on:

Location Type: Hybrid

Location: New York • Utah • United States

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Salary

💰 $47,500 per year

About the role

  • 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

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
Benefits
  • medical
  • dental
  • vision
  • a 401(k) plan
  • paid time off
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
relationship buildingclient communicationproblem solvingsalescustomer service
Certifications
Bachelor's degreeFINRA Series 7 licenseFINRA Series 63 licenseFINRA Series 65 licenseLife Insurance License