Financial Professional- Advisor Assist
Financial Professional- Advisor Assist
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1 Vacancy
Job Description
At Equitable our power is in our people.
Were individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here youll work with dynamic individuals build your skills and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential
Key Job Responsibilities
Having a sense of purpose in your career can make you feel more productive valued and rewarded. At Equitable Advisors 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 entrepreneuriallyspirited career opportunity.
A Financial Professional Advisor Assist 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 $55000. 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
Bachelors degree or equivalent relevant industry experience
FINRA Series 7 63 and 65 licenses (or equivalent) and Life Insurance Licenses
68 years of sales experience
Preferred Qualifications
Prior customer service experience preferred
Previous sales counseling or entrepreneurial experience
Skills
CrossSelling: 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 customers 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.
#LIHybrid
ABOUT EQUITABLE
At Equitable were a team committed to helping our clients secure their financial wellbeing 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 wellbeing 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.
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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 EVerify 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 ator email us at.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
