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Salaried Financial Professional- Premier Team (REMOTE)
Equitable
3d ago
0FinanceRemote, USjobspy_indeed
remoteindeed
Job Description
**Salaried Financial Professional\- Premier Team (REMOTE)**
(2600007I)**Primary Location** **:** UNITED STATES\-Remote**Organization** **:** Equitable**Schedule** **:** Full\-time **About the Role**
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\.
Equitable is looking for several dynamic **Salaried Financial Professionals**to join our team! 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.
**What You’ll Be Doing**
* 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
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.
The base salary for this position is $47,500\. This role is eligible for variable compensation.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
**What You Will Bring**
* 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
**Preferred Qualifications**
* Prior customer service experience
* Previous sales, counseling, or entrepreneurial experience
**Skills**
**Cross\-Selling:** Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales.
**Effective Communications:** Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
**Sales Proposals and Presentations:** Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.
**Sales Scoping and Qualification:** Knowledge of sales scoping and qualification techniques and skills; ability to identify and qualif
