Salaried Financial Professional- Premier Team (REMOTE OR HYBRID) at Equitable

Salt Lake City, Utah, United States -

Full Time

Start Date

Immediate

Expiry Date

19 May, 26

Salary

47500.0

Posted On

18 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Cross-Selling, Effective Communications, Sales Proposals and Presentations, Sales Scoping and Qualification, Customer Service, Sales, Counseling, Entrepreneurial Experience

Industry

Financial Services

Description

About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859. Equitable is looking for several dynamic Salaried Financial Professionals to join our team! 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. What You’ll Be Doing • 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 This position offers a flexible work schedule: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Salt Lake City, UT,; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection. The base salary for this position is $47,500. 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 What You Will Bring • Bachelor's degree or equivalent relevant industry experience • FINRA Series 7, 63, and 65 licenses (or equivalent), and Life Insurance Licenses • 6-8 years of sales experience Preferred Qualifications • Prior customer service experience • Previous sales, counseling, or entrepreneurial experience 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. About Equitable At Equitable, we’re a team 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 their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more. ********** Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.

Responsibilities

A Financial Professional will establish relationships with clients by proactively contacting them via phone, email, and chat, serving as a single point of contact for Equitable's resources. They will also answer client questions on existing products, validate investment decisions, identify new opportunities, and assist with transactions.