Financial Services Professional

5 days ago


Bala Cynwyd PA USA, United States Equitable Services Full time
About the Role

We are seeking a highly motivated and results-driven Financial Services Professional to join our team at Equitable Advisors. As a key member of our Retirement Benefits Group, you will play a critical role in helping individuals and organizations plan for and protect their financial futures.

Key Responsibilities
  • Provide financial products and services to clients, including retirement planning and employee benefits
  • Develop and maintain relationships with clients and partners to drive business growth
  • Stay up-to-date on industry trends and regulatory requirements to ensure compliance and best practices
  • Collaborate with internal teams to deliver exceptional client experiences and drive business results
Requirements
  • A four-year college degree (preferred but not required)
  • Ability to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams
  • Results-driven, highly motivated, and self-starter with integrity, a strong work ethic, and excellent interpersonal skills
  • Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
What We Offer
  • Competitive compensation package, including base pay, commissions, and benefits
  • Personalized and comprehensive training and support in all areas important to building your business
  • Sponsorship and coaching to obtain required licenses
  • Opportunities for advancement and management
  • A work-life balance and access to remote-work technology solutions


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