What are the responsibilities and job description for the Retirement Solutions Consultant position at Equitable Advisors?
Our Team
">We are a dynamic team dedicated to providing exceptional financial services. As a Financial Professional, you will have the chance to:
Key Responsibilities
- Offer knowledgeable, objective financial guidance and customized strategies to clients with high expectations for quality service.
- Build and maintain strong client relationships, ensuring plans remain current and acquiring new clients through ongoing efforts.
- Regularly contact clients to assess changes in their financial situations.
- Incorporate holistic life planning and financial planning strategies to provide recommendations and sell suitable financial products and services.
Requirements and Skills
- A four-year college degree is required.
- You will need to obtain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus).
- The ability to draw upon past and present experiences, as well as connections, to develop markets and sustain long-term relationships.
- A results-driven, highly motivated individual who possesses integrity, a strong work ethic, and a desire to help others plan for and protect their financial futures.
Opportunities and Benefits
- A comprehensive benefits package and compensation structure that rewards individual performance.
- The opportunity to collaborate with senior colleagues and be coached by top performers.
- Personalized training and support in all areas crucial to building a successful business.
- A healthy work-life balance and access to remote-work technology solutions.
