Salaried Financial Professional- Premier Team (REMOTE OR HYBRID)

%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cstrong%3EAbout the Role%3C/strong%3E%3C/span%3E%3C/p%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22background-color:white;color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan style=%22mso-bidi-language:EN-US;%22%3EAt Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission%26nbsp;we’ve%26nbsp;honed since 1859. %26nbsp;%3C/span%3E%3C/span%3E%3C/p%3E%3Cp%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan style=%22line-height:115%;mso-ansi-language:EN-US;mso-ascii-theme-font:minor-latin;mso-bidi-font-family:%26quot;Times New Roman%26quot;;mso-bidi-language:AR-SA;mso-bidi-theme-font:minor-bidi;mso-fareast-font-family:Aptos;mso-fareast-language:EN-US;mso-fareast-theme-font:minor-latin;mso-hansi-theme-font:minor-latin;%22%3EEquitable is looking for several dynamic%26nbsp;%3C/span%3E%3Cspan class=%22titlebar__reqtitle%22 style=%22flex-shrink:0;%22 data-bind=%22text: requisitionTitle%22%3E%3Cstrong%3ESalaried Financial Professionals%3C/strong%3E%3C/span%3E%3Cspan style=%22line-height:115%;mso-ansi-language:EN-US;mso-ascii-theme-font:minor-latin;mso-bidi-font-family:%26quot;Times New Roman%26quot;;mso-bidi-language:AR-SA;mso-bidi-theme-font:minor-bidi;mso-fareast-font-family:Aptos;mso-fareast-language:EN-US;mso-fareast-theme-font:minor-latin;mso-hansi-theme-font:minor-latin;%22%3E%3Cstrong%3E%26nbsp;%3C/strong%3Eto join our team!%26nbsp;%26nbsp;%26nbsp;%3C/span%3E%3C/span%3E%3C/p%3E%3Cp%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EStart 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.%3C/span%3E%3C/p%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cstrong%3EWhat You’ll Be Doing%3C/strong%3E%3C/span%3E%3C/p%3E%3Cp class=%22MsoNoSpacing%22 style=%22font-family:Arial;%22%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E• A Financial Professional will establish relationships with clients by delivering value through:%3C/span%3E%3Cbr%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E• Proactively contacting our clients via phone, email, and chat%3C/span%3E%3Cbr%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E• Providing a single point of contact that brings together all the resources Equitable has to offer to address client needs%26nbsp;%3C/span%3E%3Cbr%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E• Being an invaluable resource to answer client questions on their existing products and to validate their investment decisions%3C/span%3E%3Cbr%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E• Identifying new opportunities in partnership with the client%3C/span%3E%3Cbr%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E• Assisting the client in initiating or completing transactions as appropriate%3C/span%3E%3C/p%3E%3Cp style=%22font-family:Arial;%22%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%26nbsp;%3C/span%3E%3C/p%3E%3Cp class=%22MsoNormal%22 style=%22background-color:white;line-height:normal;margin-bottom:9.0pt;vertical-align:middle;%22%3E%26nbsp;%3C/p%3E%3Cp class=%22MsoNormal%22 style=%22background-color:white;line-height:normal;margin-bottom:9.0pt;vertical-align:middle;%22%3E%3Cspan style=%22color:rgb(0,0,0);font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan class=%22NormalTextRun SCXW86511874 BCX8%22 style=%22-webkit-tap-highlight-color:transparent;-webkit-text-stroke-width:0px;-webkit-user-drag:none;font-variant-caps:normal;font-variant-ligatures:none;font-weight:400;letter-spacing:normal;margin:0px;orphans:2;padding:0px;text-align:left;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;user-select:text;white-space:normal;widows:2;word-spacing:0px;%22 data-ccp-parastyle=%22No Spacing%22%3EThis position offers a flexible work schedule: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Salt Lake City, UT,; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection.%3C/span%3E%3C/span%3E%3C/p%3E%3Cp class=%22MsoNormal%22 style=%22background-color:white;line-height:normal;margin-bottom:9.0pt;vertical-align:middle;%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EThe base salary for this position is %2447,500. This role is eligible for variable compensation.%3C/span%3E%3C/p%3E%3Cp class=%22MsoNormal%22 style=%22background-color:white;line-height:normal;margin-bottom:9.0pt;vertical-align:middle;%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EFor 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.%3C/span%3E%3C/p%3E%3Cp class=%22MsoNormal%22 style=%22background-color:white;line-height:normal;margin-bottom:9.0pt;vertical-align:middle;%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EEquitable Pay and Benefits:%26nbsp;%3C/span%3E%3Ca href=%22https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2023013000001%22%3E%3Cspan style=%22color:#045fab;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EEquitable Total Rewards Program%3C/span%3E%3C/a%3E%3C/p%3E

What You Will Bring

• 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.  Click Careers at Equitable to learn more. 

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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 TalentAcquisition@equitable.com.

 

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