Financial Services Consultant
2 weeks ago
Equitable Services is a prominent entity in the financial services and insurance sector, dedicated to assisting individuals in crafting secure and prosperous futures. We are currently looking to welcome a new Retirement Benefits Group (RBG) Financial Professional to our team.
Role Overview
As an RBG Financial Professional, you will focus on serving a defined market, helping you to prospect effectively and advance your career. Your primary responsibilities will include offering financial products and services, as well as educational resources to those who contribute to our communities, including:
- Educators
- School administrators
- Municipal employees
What You Need to Succeed
Success at Equitable Services is not limited to a specific educational background or professional experience. We find that individuals from various walks of life can thrive in this role, including:
- Recent graduates
- Professionals seeking new career paths
- Experienced individuals in the financial services sector looking for a more comprehensive platform
- A four-year college degree is preferred but not mandatory
- Ability to obtain state life and health licenses, as well as SIE, FINRA Series 7 and 66 exams (additional designations are advantageous)
- A results-oriented, self-motivated individual with integrity and a strong work ethic
- Excellent interpersonal and communication skills, coupled with self-confidence
- Ability to leverage personal experiences and networks to develop markets and maintain long-term relationships
- Attractive compensation package, including base salary, commissions, and benefits
- Comprehensive training and support tailored to your business development needs
- Assistance and coaching to achieve necessary licensing
- Opportunities to specialize in various areas, from Certified Financial Planning to employee and executive benefits
- Collaboration with senior partners and mentorship from top performers
- Career advancement and management opportunities
- Work-life balance with access to remote work technology
Equitable Services is an Equal Opportunity Employer.
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