Job description
Wealth Management - Entry Level
If you want to unlock your potential as a financial sales rep, apply to join our team at
Equitable Advisors! Equitable Advisors is one of the most respected and growing financial
services companies. With our 5,000 financial professionals in the US and Puerto Rico,
Equitable is positioned with the strength and resources to help talented people
reach their potential. We continue to work together toward our shared ambition of
becoming the preferred company in the industry by differentiating ourselves through the
quality of our products as well as through our service and solid performance.
We are looking for confident, personable and driven individuals to serve as financial
representatives. As an Equitable Advisors' Financial Professional, you will prospect for
potential clients, both individual and corporate, and develop a practice within the
financial services industry. Our most successful Financial Professionals are those who
consistently build relationships and leverage them into business opportunities.
Job Responsibilities: As on of our Financial Professionals, Equitable Advisors gives you the
tools you need in order to build your own base of clients. Our first-rate training
programs, dedicated support staff and multitude of competitive products provide you
with ample resources with which to serve your clients' financial needs.
Your basic responsibilities will include:
· Prospecting and networking via face-to-face meetings with potential clients
· Closing and executing sales transactions
· Servicing existing clients
· Analyzing and compiling presentations
· Attending training sessions and meetings
· Pursuing personal and professional development via individual study and
continuing education courses which can include pursuit of Certified Financial
Planner (CFP) designation
Job Requirements: As a financial sales rep for Equitable Advisors, you must have a strong
entrepreneurial spirit bolstered by confidence, persistence and a high degree of
personal integrity. This allows the Financial Services Representatives to quickly
establish trust and build the kinds of relationships from which a client base can be
developed. Equitable Advisors' Financial Professionals come from a wide variety of
professional backgrounds, from salespeople to bankers to engineers. It is expected that
you will utilize the knowledge that you have gained and the networks that you have built
in your professional life in order to develop and expand your career as a Financial
Services Representative.
Specific requirements for the Financial Professional position include:
· 2 year degree
· Excellent communications skills, verbal and written
· Authorization to work in the Unites States
· Sales experience is helpful, but not required
Benefits: As an Equitable Advisors' Financial Professional, you can look forward to a paid
training program, career advancement opportunities within the company, and the
potential for a high income. The extensive compensation package available to eligible
Financial Services Representative includes:
· Base pay & commission or commission & bonus
· Health, dental, life and disability insurance
· 401(k) plus employer match
· Pension
· Stock-purchase plan, stock options and share plan
· Deferred compensation
About Equitable
As one of our Financial Professionals, Equitable Advisors gives you the tools you need in
order to build your own base of clients. Our first-rate training programs, dedicated
support staff and multitude of competitive products provide you with ample resources
with which to serve your clients' financial needs.
If you want to unlock your potential as a financial sales rep, apply to join our team at
Equitable Advisors! Equitable Advisors is one of the most respected and growing financial
services companies. With our 5,000 financial professionals in the US and Puerto Rico,
Equitable Advisors is positioned with the strength and resources to help talented people
reach their potential. We continue to work together toward our shared ambition of
becoming the preferred company in the industry by differentiating ourselves through the
quality of our products as well as through our service and solid performance.
*This is not a salaried position. It is performance-based compensation.*
Job Types: Full-time, Commission
Job Type: Full-time
Pay: $48,000.00 - $218,000.00 per year
COVID-19 considerations:
All Advisors have been able to work from home and have been able to assist new and existing clients with their financial needs.
Experience:
- Sales: 1 year (Preferred)
Work authorization:
- United States (Required)
This Job Is Ideal for Someone Who Is:
- People-oriented -- enjoys interacting with people and working on group projects
- Adaptable/flexible -- enjoys doing work that requires frequent shifts in direction
- Achievement-oriented -- enjoys taking on challenges, even if they might fail
Company's website:
- https://equitable.com/
Company's Facebook page:
- https://www.facebook.com/EquitableFinancial/
Benefit Conditions:
- Only full-time employees eligible
Work Remotely:
- Temporarily due to COVID-19
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