Equitable is committed to helping clients secure their financial well-being. They are seeking an Entry Level Salaried Financial Professional (PCPG) to train and work with clients on their financial goals while acquiring necessary licenses and skills in a hybrid or remote work environment.
Responsibilities
- Acquire your core financial services licenses Series 7, Series 66, Life and Health License
- Learn about the philosophy behind the Equitable financial planning process
- Learn about the financial markets and types of investments
- Understand how to engage clients
- Join our Branch Assist team to 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
- Spend the next two years working with 10 – 20 successful Financial Professionals to 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
- You will 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
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families. It was founded in 1859, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is https://equitable.com/.