Financial Professional Advisor (REMOTE)
What You Will Bring
Required Qualifications
A bachelor's degree or equivalent relevant industry experience that demonstrates a strong foundation in client engagement, sales, and financial services
Active FINRA Series 7
Active FINRA Series 66 - or - Series 63 with the ability to obtain Series 65 within 60 days of employment
Active State Life Insurance license
2+ years of proven sales experience, with a track record of building relationships, driving results, and delivering value in a client focused environment
Preferred Qualifications
- Prior customer service experience, with a demonstrated commitment to delivering exceptional client experiences
- Previous sales, counseling, or entrepreneurial experience, reflecting the ability to advise, influence, and operate with an ownership mindset
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. Click Careers at Equitable to learn more. ********** 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 (212) 314-2211 or email us at [email protected].
Job Details Primary Location: UNITED STATES-Remote Organization: Equitable Schedule: Full-timeBachelor's degree or equivalent industry experience; active FINRA Series 7 and Series 66 (or Series 63 with ability to obtain 65 within 60 days); active state life insurance license; 2+ years proven sales experience.
Key Responsibilities
- connecting with clients
- coordinating resources
- identifying opportunities
Job Details
- Category: Sales
- Seniority: Mid Level
- Commitment: Full Time
- Workplace: Remote — United States
- Salary: USD 47,500 – 47,500 / year
- Languages: English
Benefits
- Generous paid time off
- Retirement plan
About Equitable
A financial services company helping clients secure financial well-being since 1859. — Industry: Finance