Equitable · 20 hours ago

Salaried Financial Professional- Premier Team (Remote)

Syracuse, NY

Full-time

Remote

Mid, Senior Level

6+ years exp

Maximize your interview chances

BankingConsulting

Actively Hiring

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

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

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

FINRA Series 7 licenseFINRA Series 63 licenseFINRA Series 65 licenseLife Insurance LicenseSales experienceCustomer service experienceCross-SellingSales ProposalsSales ScopingQualificationEffective CommunicationsPresentations