Remote Financial Advisor: Client Growth & Solutions

Equitable; United States; On-site; USD 42,750 - 52,250; Full time

Benefits offered by this job

Full medical benefits

401(k) plan

Paid time off

Job summary

Equitable is seeking a Financial Professional Advisor to provide proactive client support while building a successful advisory practice. This role emphasizes client connections via various channels and will require strong financial service knowledge.

Candidates should possess a bachelor’s degree and relevant licenses. The position is full-time with a remote work option, complemented by a comprehensive benefits package, including medical and 401(k) plans.

Qualifications

• 2+ years of proven sales experience in a client-focused environment.
• Active FINRA licenses or ability to obtain them within 180 days.
• Life Insurance license or ability to obtain it within 30 days.

Responsibilities

• Proactively connect with clients via phone, email, and chat.
• Act as a single point of contact for client needs.
• Assist clients with initiating and completing transactions.

Skills

Cross-Selling

Effective Communications

Sales Proposals and Presentations

Sales Scoping and Qualification

Education

Bachelor’s degree or equivalent relevant industry experience

Job description

Equitable is seeking a Financial Professional Advisor to provide proactive client support while building a successful advisory practice. This role emphasizes client connections via various channels and will require strong financial service knowledge.

Candidates should possess a bachelor’s degree and relevant licenses. The position is full-time with a remote work option, complemented by a comprehensive benefits package, including medical and 401(k) plans.