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Financial Services Representative

2 months ago

Stamford, Connecticut, United States Equitable Services Full time

Job Summary

We are seeking a highly motivated and results-driven Financial Services Representative to join our team at Equitable Advisors. As a key member of our Retirement Benefits Group, you will be responsible for providing financial products and services to individuals and organizations in the education and municipal sectors.

Key Responsibilities

  • Prospect and develop new business opportunities in the 403(b) and 457(b) markets
  • Provide financial education and planning services to clients
  • Develop and maintain relationships with key stakeholders, including school administrators, municipality employees, and other community leaders
  • Stay up-to-date on industry trends and regulatory changes

Requirements

  • Bachelor's degree in a related field (or equivalent experience)
  • Ability to obtain state life and health licenses, SIE, FINRA Series 7 and 66 exams
  • Results-driven and highly motivated individual with excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

What We Offer

  • Competitive compensation package, including base pay, commissions, and benefits
  • Personalized training and support to help you succeed in your role
  • Opportunities for advancement and professional growth
  • A dynamic and supportive work environment

About Us

Equitable Advisors is a leading financial services firm dedicated to helping individuals and organizations achieve their financial goals. We are committed to providing our clients with exceptional service and expertise, and we are seeking a talented and motivated individual to join our team.