Salaried Financial Professional- Premier Team

Equitable; City of Syracuse (NY); Remote; USD 47,000 - 70,000; Full time

Job summary

Join a forward-thinking company as a Salaried Financial Professional in a role designed to cultivate your skills in financial services. This position emphasizes client relationship management, proactive communication, and the integration of resources to meet client needs. With a competitive salary and a comprehensive benefits package, this role offers a dynamic environment for personal growth and innovation. If you are passionate about helping clients secure their financial well-being and thrive in a collaborative culture, this opportunity is perfect for you.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Paid Time Off

Qualifications

• Bachelor's degree or equivalent industry experience required.
• FINRA Series 7, 63, and 65 licenses preferred.

Responsibilities

• Establish relationships with clients through proactive contact.
• Provide a single point of contact for client needs.
• Assist clients with transactions and investment decisions.

Skills

Cross-Selling

Effective Communications

Sales Proposals and Presentations

Sales Scoping and Qualification

Education

Bachelor's degree

Job description

Join to apply for the Salaried Financial Professional- Premier Team role at Equitable

At Equitable, our strength lies in our people. We are a diverse team with various backgrounds, skills, and interests, which makes us stronger and more innovative. Our commitment to inclusion has been recognized through awards such as the 2022 Best Places to Work for Disability Inclusion and LGBTQ+ Equality, and being certified as a “Great Place to Work”.

We believe a purposeful career enhances productivity, value, and reward. Equitable offers an open environment with opportunities for innovation, collaboration, and personal growth through empowering roles and learning opportunities.

This role is designed to develop your skills and knowledge for a successful career in financial services.

Key Job Responsibilities

• Establish relationships with clients by delivering value through proactive contact via phone, email, and chat.
• Provide a single point of contact that integrates all resources to meet client needs.
• Answer client questions about existing products and validate investment decisions.
• Identify new opportunities in partnership with clients.
• Assist clients with initiating or completing transactions as appropriate.

The base salary for this position is $47,500, with eligibility for variable compensation. Equitable offers a comprehensive benefits package including medical, dental, vision, 401(k), and paid time off. For details, see the Equitable Total Rewards Program.

Required Qualifications

• 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.
• Previous sales, counseling, or entrepreneurial experience.

Skills

• Cross-Selling: Understanding organizational strategies and techniques to understand customer needs and create additional sales.
• Effective Communications: Ability to transmit, receive, and interpret ideas and information effectively.
• Sales Proposals and Presentations: Ability to prepare and deliver formal recommendations.
• Sales Scoping and Qualification: Ability to identify and qualify potential sales opportunities.

At Equitable, we are committed to helping our clients secure their financial well-being and to fostering an inclusive, growth-oriented environment for our employees. We offer internal mobility, comprehensive benefits, and a culture of collaboration.

We are an equal opportunity employer and participate in the E-Verify program. Reasonable accommodations are available for applicants with disabilities. Contact Human Resources at [phone] or [e-mail] for assistance.

Primary Location: UNITED STATES-Remote

Other Locations: UNITED STATES-NY-Syracuse

Organization: Equitable

Schedule: Full-time

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales