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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