[Remote] Entry Level Salaried Financial Professional (PCPG)

Note: The job is a remote job and is open to candidates in USA. Equitable is a company committed to helping clients secure their financial well-being. They are seeking an Entry Level Salaried Financial Professional to develop skills in financial planning and client engagement.

Responsibilities

• Acquire your core financial services licenses
• Learn about the philosophy behind the Equitable financial planning process
• Learn about the financial markets and types of investments
• Understand how to engage clients
• Connect with existing Equitable clients
• Work with them to position their existing investments to meet their long term financial goals
• Work with existing clients to plan and prepare for new financial needs as their lives and needs change
• Contact their clients to help them grow and build efficiencies in their business
• Work with clients to help them realize their financial goals
• Get an up close and personal view as to what it takes to become a successful Financial Professional
• Receive additional training in critical skills and topics including Client Prospecting, Conducting face to face client meetings, Developing client seminars, Managing business expenses

Skills

• Bachelor's degree or equivalent relevant industry experience
• Ability to obtain FINRA Series 7 and 66 licenses, as well as Life Insurance Licenses (funding for licensing provided by the company; includes study program and materials)
• Prior customer relationship management experience
• Previous sales experience preferably in the financial services industry (Banking, Insurance, Property and Casualty, or Retail Investments)
• Strong research and analytical skills
• Excellent interpersonal and communication skills

Benefits

• Medical
• Dental
• Vision
• A 401(k) plan
• Paid time off

Company Overview