What are the responsibilities and job description for the Financial Services Professional position at Equitable Services?
Overview
At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential are two important factors that job seekers look for when searching for their ideal career. We are seeking highly motivated individuals to join our dynamic team in greater Philadelphia.
The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community. We have branches across the country employing approximately 4,300 financial professionals - providing services of financial, retirement, estate planning strategies’, asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts.
Responsibilities
Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will :
- Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service
- Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basis
- Contact clients periodically to determine if there have been changes in their financial status.
- Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services.
Individuals who excel at Equitable Advisors are looking for “more” of something they aren’t getting currently. They come from many different professional backgrounds including :
What it takes
Benefits and compensation
Note applicants must be authorized to work in the United States.
Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) / / Equitable Network, LLC / / Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M / F / D / V.
GE- 7221523.1 (10 / 24) (Exp.10 / 26)
Keywords : Series 7, Sales Manager, Insurance Agent, Insurance Sales, Account Manager, Account Executive, Inside Sales, Outside Sales, Sales Representatives, Business Development, Retirement, Financial Advisors, Financial Consultant
