Financial Professional - Retirement Benefits Group - MA, Worcester (3903)

Equitable Advisors; Warwick (RI); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a motivated Financial Professional to join their Retirement Benefits Group. In this dynamic role, you will focus on providing essential financial products and services to educators and municipal employees, helping them secure their financial futures. With a structured market to prospect and a supportive environment, you will receive comprehensive training and licensing sponsorship to excel in your career. This opportunity offers a unique chance to make a meaningful impact while enjoying a competitive compensation package and a balanced work-life environment. If you are driven and passionate about helping others, this is the perfect role for you.

Benefits

Competitive Compensation Package

Personalized Training and Support

Sponsorship for Licensing

Work-Life Balance

Remote-Work Technology Solutions

Advancement Opportunities

Qualifications

• Preferred four-year college degree, but not required.
• Must attain state life and health licenses and FINRA exams.

Responsibilities

• Provide financial products and services to community builders.
• Educate clients on retirement plans and financial security.

Skills

Interpersonal Skills

Communication Abilities

Self-Motivation

Integrity

Work Ethic

Education

Four-Year College Degree

Tools

State Life and Health Licenses

FINRA Series 7

FINRA Series 66

Job description

Job Description - Financial Professional - Retirement Benefits Group

Location: UNITED STATES-RI-Warwick

Organization

Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional.

People who work for public schools, colleges, universities, hospitals, nonprofit organizations and municipal governments can save for retirement through a 403(b) tax-sheltered annuity (TSA) and 457(b) employee-deferred compensation (EDC) plans. Recognizing the benefits of these plans and the specific needs of this marketplace, we created the Retirement Benefits Group (RBG).

As an RBG Financial Professional, you will be provided with a defined market to help you prospect and accelerate the growth of your career. Your primary focus will be providing financial products and services, as well as education to those who build and serve our communities, such as:

• Teachers
• School administrators
• Municipality employees

Qualifications

What it takes to be an Equitable Advisors’ Financial Professional

• 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, a strong work ethic and the desire to help others plan for and protect their financial futures
• Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships

Benefits of working with us

• Competitive compensation package, which includes base pay, commissions and benefits
• Personalized and comprehensive training and support in all areas important to building your business
• Sponsorship as well as coaching to obtain the licensing required for hire
• Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus
• Ability to work jointly with senior joint-work partners and to be coached by top performers
• Advancement and management opportunities
• A work-life balance and access to a full suite of remote-work technology solutions

You will receive personalized training and support. To get you up and running, Equitable Advisors will sponsor your pursuit of licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, are Equal Opportunity Employers M/F/D/V.