Financial Professional- Advisor Assist (REMOTE)

**Financial Professional\- Advisor Assist (REMOTE)** (2600007M)**Primary Location** **:** UNITED STATES\-Remote**Other Locations** **:** UNITED STATES\-NY\-Syracuse, UNITED STATES\-UT\-Salt Lake City**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\. Having a sense of purpose in your career can make you feel more productive, valued, and rewarded. At Equitable Advisors, 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. **What You’ll Be Doing** A Financial Professional\- Advisor Assist 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 $55,000\. 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 preferred * 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 communi