Salaried Financial Professional establishing client relationships while providing value through effective communication. Joining Equitable to help secure financial well-being for clients in a flexible work environment.
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
Requirements
Bachelor's degree or equivalent relevant industry experience
FINRA Series 7, 63, and 65 licenses (or equivalent), and Life Insurance Licenses
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