Salaried Financial Professional- Premier Team

Equitable; United States; Remote; USD 47,000 - 60,000; Full time

Job summary

Join a leading company as a Salaried Financial Professional in a remote role, where you will build client relationships and provide valuable financial advice. This position offers a competitive salary and a comprehensive benefits package, including medical and retirement plans. Ideal candidates will have a Bachelor's degree and relevant sales experience, along with necessary financial licenses.

Benefits

Medical

Dental

Vision

401(k) plan

Paid time off

Qualifications

• 6-8 years of sales experience.
• Prior customer service experience preferred.

Responsibilities

• Establish relationships with clients via phone, email, and chat.
• Provide a single point of contact for client needs.
• Assist clients in initiating or completing transactions.

Skills

Cross-Selling

Effective Communications

Sales Proposals and Presentations

Sales Scoping and Qualification

Education

Bachelor's degree

Tools

FINRA Series 7

FINRA Series 63

FINRA Series 65

Life Insurance Licenses

Job description

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

3 days ago Be among the first 25 applicants

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

Get AI-powered advice on this job and more exclusive features.

At Equitable, our power is in our people.

At Equitable, we're individuals from different cultures and backgrounds with a variety of skills and interests. Our differences make us stronger as a team. That's the power of our Equitable community, and one of the many reasons we were recognized as:

• 2022 Best Places to Work for Disability Inclusion by the Disability Equity Index
• 2022 Best Places to Work for LGBTQ+ Equality by the Corporate Equality Index
• And certified as a “Great Place to Work”
  
  

Having a sense of purpose in your career can make you feel more productive, valued, and rewarded. At Equitable, you can get more of what you expect out of your career. We promote an open working environment with opportunities to innovate, collaborate, and challenge yourself through empowering jobs and learning opportunities.

Start building your career as a financial professional in a salaried role designed to develop the skills and knowledge needed to pursue a successful, entrepreneurially-spirited career opportunity.

Key Job Responsibilities

• A Financial Professional will establish relationships with clients by delivering value through:
• Proactively contacting our clients via phone, email, and chat
• Providing a single point of contact that brings together all the resources Equitable has to offer to address client needs
• Being an invaluable resource to answer client questions on their existing products and to validate their investment decisions
• Identifying new opportunities in partnership with the client
• Assisting the client in initiating or completing transactions as appropriate
  
  

The base salary for this position is $47,500. This role is eligible for variable compensation.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits: 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: Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales.

Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.

Sales Scoping and Qualification: Knowledge of sales scoping and qualification techniques and skills; ability to identify and qualify potential sales opportunities for the organization.

About Equitable

At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at [phone] or email us at [e-mail].

Primary Location

UNITED STATES-Remote

Other Locations

UNITED STATES-NY-Syracuse

Organization

Equitable

Schedule

Full-time

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

Referrals increase your chances of interviewing at Equitable by 2x

Sign in to set job alerts for “Financial Professional” roles.

Investment Banking Analyst I/II - Financial Services (Chicago)

Director of Strategic Finance & FP&A (Remote, US)

United States $400,000.00-$475,000.00 2 weeks ago

California, United States $90,000.00-$110,000.00 2 weeks ago

United States $115,000.00-$125,000.00 3 weeks ago

United States $100,000.00-$150,000.00 4 weeks ago

Senior Analyst, Strategic Finance, Community Support

Director of Financial Planning and Analysis

North Carolina, United States 3 weeks ago

Bethesda, MD $100,000.00-$115,000.00 2 weeks ago

San Francisco, CA $60,000.00-$75,000.00 2 months ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.