Salaried 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
- Establish relationships with clients by delivering value through proactive contact via phone, email, and chat
- Provide a single point of contact that brings together all resources to address client needs
- Answer client questions on their existing products and validate investment decisions
- Identify new opportunities in partnership with the client
- Assist 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
- 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 buildingproactive communicationclient needs assessmenttransaction assistanceopportunity identification
Certifications
Bachelor's degreeFINRA Series 7 licenseFINRA Series 63 licenseFINRA Series 65 licenseLife Insurance License