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Financial Services Professional

2 months ago

Columbus, Ohio, 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 education and guidance on retirement planning and benefits.
  • Develop and maintain relationships with clients, including teachers, school administrators, municipality employees, and other public sector professionals.
  • Stay up-to-date on industry trends and developments, and apply this knowledge to provide expert advice to clients.
  • Collaborate with senior team members and coaches to achieve business goals and objectives.
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 (other designations a plus).
  • Results-driven, highly motivated, self-starter with integrity, a strong work ethic, and a desire to help others plan for and protect their financial futures.
  • Excellent interpersonal skills and communication abilities, with a high degree of self-confidence.
  • 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 the licensing required for hire.
  • Opportunities for advancement and management.
  • A work-life balance and access to a full suite of remote-work technology solutions.