Equitable · 1 day ago

Financial Professional- Advisor Assist

United States

Full-time

Remote

Mid, Senior Level

$55K/yr - $55K/yr

6+ years exp

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Insider Connection @Equitable

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

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

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FINRA Series 7 LicenseFINRA Series 63 LicenseFINRA Series 65 LicenseLife Insurance LicenseSales ExperienceCustomer Service ExperienceCross-SellingSales ProposalsSales ScopingQualificationEffective CommunicationsPresentations