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Retirement Planning Financial Consultant
2 months ago
Position Overview:
Equitable Advisors, a leading organization in the financial services and insurance sector, is committed to empowering individuals to build secure and prosperous futures through our reliability, innovative offerings, and dedication to clients. We are currently in search of a Financial Professional specializing in the Retirement Benefits Group (RBG).
The Retirement Benefits Group (RBG) was created to cater to individuals employed in public education, higher education institutions, healthcare facilities, nonprofit entities, and municipal agencies who can take advantage of 403(b) tax-sheltered annuity (TSA) and 457(b) employee-deferred compensation (EDC) plans.
As an RBG Financial Professional, your primary focus will be on delivering financial products and services, alongside educational resources, to professionals across various sectors, including educators, school administrators, and municipal workforce members.
Qualifications:
- A four-year college degree is preferred but not mandatory.
- State life and health licenses, SIE, FINRA Series 7 and 66 exams (additional designations are advantageous).
- Driven by results, highly motivated, with a passion for assisting others in planning their financial futures.
- Exceptional interpersonal and communication abilities.
- Capability to cultivate markets and sustain long-term relationships.
Advantages of Joining Us:
- Attractive compensation package.
- Tailored training and support.
- Coaching and sponsorship for licensing requirements.
- Opportunities for specialization and career advancement.
- Work-life balance with access to remote-work technology solutions.
Equitable Advisors offers a comprehensive training program designed to equip you with the necessary skills and tools for success. We are Equal Opportunity Employers dedicated to nurturing diverse talent and promoting an inclusive workplace.
