Financial Professional: Build Client Wealth & Plans — Remote

Equitable Advisors; Town of Malta (NY); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Compensation package

Training and licensing sponsorship

Career advancement

Job summary

Equitable Advisors in the United States seeks entrepreneurial individuals to join as Financial Professionals, analyzing client financial information to form strategies and sell appropriate products.

You will build a client base, keep plans up-to-date, and apply holistic planning to recommend life insurance, annuities, and investments. Licensing (SIE, Series 7/66) is required or pursued; training and sponsorship are provided.

Qualifications

• A four-year college degree is preferred but not required.
• You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus).
• Results-driven, highly motivated, self-starter who possesses integrity and a strong work ethic.

Responsibilities

• Analyze financial information obtained from clients to determine strategies and products to meet objectives.
• Build and maintain a client base; keep plans up-to-date and acquire new clients.
• Incorporate holistic life planning and financial planning strategies to provide recommendations and sell appropriate products.

Skills

Client management

Interpersonal skills

Sales skills

Self-motivation

Communication skills

Education

Four-year college degree preferred

Job description

Equitable Advisors in the United States seeks entrepreneurial individuals to join as Financial Professionals, analyzing client financial information to form strategies and sell appropriate products.

You will build a client base, keep plans up-to-date, and apply holistic planning to recommend life insurance, annuities, and investments. Licensing (SIE, Series 7/66) is required or pursued; training and sponsorship are provided.