Equitable · 5 days ago
Salaried Financial Professional- Premier Team
United States
Full-time
Remote
Mid, Senior Level
6+ years expEquitable is a company committed to helping clients secure their financial well-being. They are seeking a Salaried Financial Professional to establish relationships with clients, proactively address their needs, and assist with transactions while providing a single point of contact for resources.
BankingConsultingFinancial Services
Responsibilities
A Financial Professional 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
Qualification
Required
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
Prior customer service experience
Previous sales, counseling, or entrepreneurial experience
Benefits
Medical
Dental
Vision
A 401(k) plan
Paid time off
Company
Equitable
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Mark Pearson
CEO and President
Vincent Xuan
Head of Life Insurance & CEO of Equitable Financial Bermuda Re
Recent News
MarketScreener
2025-11-04
2025-10-27
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