Entry Level Financial Professional; PCPG

Entry Level Salaried Financial Professional (PCPG)

1 week ago Be among the first 25 applicants

At Equitable, our power is in our people. We’re individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you’ll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

Having a sense of purpose in your career can make you feel more productive, valued, and rewarded. At Equitable Advisors, you can get more of what you expect out of your career. We promote an open working environment with opportunities to innovate, collaborate, and challenge yourself through empowering jobs and learning opportunities.

Start building your career as a financial professional in a salaried role designed to develop the skills and knowledge needed to pursue a successful, entrepreneurially-spirited career opportunity>

• Acquire your core financial services licenses
• Series 7, Series 66, Life and Health License
• Learn about the philosophy behind the Equitable financial planning process
• Learn about the financial markets and types of investments
• Understand how to engage clients

• Join our Branch Assist team to
• Connect with existing Equitable clients
• Work with them to position their existing investments to meet their long term financial goals
• Work to plan and prepare for new financial needs as their lives and needs change

• Spend the next two years working with 10 – 20 successful Financial Professionals to
• Contact their clients to help them grow and build efficiencies in their business
• Work with clients to help them realize their financial goals
• Get an up close and personal view as to what it takes to become a successful Financial Professional

• Client Prospecting
• Conducting face to face client meetings
• Developing client seminars
• Managing business expenses

The base salary for this position is $50,000. This role is eligible for variable compensation.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits
:
Equitable Total Rewards Program

• Bachelor's degree or equivalent relevant industry experience
• Ability to obtain FINRA Series 7 and 66 licenses, as well as Life Insurance Licenses (funding for licensing provided by the company; includes study program and materials)
• Prior customer relationship management experience

• Previous sales experience preferably in the financial services industry (Banking, Insurance, Property and Casualty, or Retail Investments)
• Strong research and analytical skills
• Excellent interpersonal and communication skills

Cross-Selling: Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales.

Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.

Sales Scoping and

Qualification:

Knowledge of sales scoping and qualification techniques and skills; ability to identify and qualify potential sales opportunities for the organization.

At Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well‑being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in our local communities.

We are…