Retirement Benefits Financial Professional (Remote)

Equitable Advisors; Durham (NC); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive training and licensing

Licensing sponsorship

Remote-work tools and flexibility

Job summary

Equitable Advisors in Durham, NC is seeking a Retirement Benefits Group (RBG) Financial Professional to provide tailored retirement planning services and education to educators, school staff, and municipal employees. You will join the RBG to help prospect and grow your career within a defined market.

We sponsor licensing and provide comprehensive training, support, and access to a full suite of remote-work tools to enable a flexible work style and client service excellence.

Qualifications

• Four-year college degree preferred but not required.
• Must attain state life and health licenses, SIE, FINRA Series 7 and 66 (designations a plus).
• Results-driven, highly motivated, self-starter with integrity and work ethic.
• Team player with strong interpersonal and communication abilities.

Responsibilities

• Provide financial products and services and education to clients.
• Prospect and grow retirement-focused market, including teachers and school staff.
• Develop long-term relationships and actively service clients.

Skills

Interpersonal skills

Communication

Self-motivation

Relationship-building

Education

Bachelor's degree preferred

Job description

Equitable Advisors in Durham, NC is seeking a Retirement Benefits Group (RBG) Financial Professional to provide tailored retirement planning services and education to educators, school staff, and municipal employees. You will join the RBG to help prospect and grow your career within a defined market.

We sponsor licensing and provide comprehensive training, support, and access to a full suite of remote-work tools to enable a flexible work style and client service excellence.