We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll 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?
This is an opportunity for talented, motivated individuals with experience or interest in becoming financial professionals. Our team builds financial investment relationships through 100% company provided leads, while earning a competitive salary, bonus, and strong career-growth opportunities.
A Financial Professional is responsible for establishing relationships with clients by delivering value through: * Proactively contacting our clients via phone, email, and chat * Providing a single point of contact that aligns all the resources Equitable has to offer to address client/prospect needs * Being a high-quality resource to answer client/prospect questions on their existing products and to validate their decisions * Identifying new potential needs in partnership with the client/prospect * Assisting the client/prospect in initiating or completing a transaction as appropriate
Skills required to ensure your success include:
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.
Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.
Other Qualifications: * Bachelor's degree or equivalent relevant industry experience * FINRA Series 7, 63, and 65 licenses (or equivalent), and Life Insurance Licenses * Strong knowledge of 401(k), individual annuity and life insurance products, including product structure, sales strategies and industry regulations * Strong working knowledge of pension provisions of the Internal Revenue Code and ERISA * 6-8 years of sales experience * Prior customer relationship management experience * Previous sales experience with Branch Assist and Advisor Assist PCPG teams preferred
At Equitable, we're a team of over ten thousand strong; 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.
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]