Note: The job is a remote job and is open to candidates in USA. Equitable helps clients secure their financial well-being so they can pursue long and fulfilling lives. The Financial Professional Advisor builds trusted client relationships, provides proactive support and guidance, coordinates resources, identifies opportunities, and assists with financial transactions in a remote, customer-focused role.
Responsibilities
- Proactively connect with clients via phone, email, and chat to provide timely support and guidance
- Serve as a single point of contact, coordinating Equitable’s full range of resources to address client needs efficiently and effectively
- Act as a trusted resource to answer questions about existing products, reinforce client confidence, and validate investment decisions
- Identify new opportunities in partnership with clients as their financial goals, priorities, and life circumstances evolve
- Assist clients with initiating and completing transactions, ensuring a smooth, accurate, and positive experience
Skills
- A bachelor's degree or equivalent relevant industry experience that demonstrates a strong foundation in client engagement, sales, and financial services
- Active FINRA Series 7
- Active FINRA Series 66 - or - Series 63 with the ability to obtain Series 65 within 60 days of employment
- Active State Life Insurance license
- 2+ years of proven sales experience, with a track record of building relationships, driving results, and delivering value in a client focused environment
- **Cross-Selling:** Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales
- **Effective Communications:** Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors
- **Sales Proposals and Presentations:** Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs
- **Sales Scoping and Qualification:** Knowledge of sales scoping and qualification techniques and skills; ability to identify and qualify potential sales opportunities for the organization
- Prior customer service experience, with a demonstrated commitment to delivering exceptional client experiences
- Previous sales, counseling, or entrepreneurial experience, reflecting the ability to advise, influence, and operate with an ownership mindset
Benefits
- Remote work schedule
- For eligible employees, Equitable provides a full range of benefits, including medical, dental, vision, a 401(k) plan, and paid time off.
- Variable compensation
- Growth and internal mobility
- Flexibility
- A culture of collaboration and teamwork
Company Overview
Company H1B Sponsorship