Salaried Financial Professional- Premier Team (REMOTE OR HYBRID)

Equitable•Salt Lake City, UT

5d•Hybrid

About The Position

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859. Equitable is looking for several dynamic Salaried Financial Professionals to join our team! Start building your career as a financial professional in a salaried role designed to develop the skills and knowledge needed to pursue a successful, entrepreneurially-spirited career opportunity. This position offers a flexible work schedule: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Salt Lake City, UT,; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection. The base salary for this position is $47,500. This role is eligible for variable compensation. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits: Equitable Total Rewards Program

Requirements

Bachelor's degree or equivalent relevant industry experience
FINRA Series 7, 63, and 65 licenses (or equivalent), and Life Insurance Licenses
6-8 years of sales experience

Nice To Haves

Prior customer service experience
Previous sales, counseling, or entrepreneurial experience
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.

Responsibilities

A Financial Professional will establish relationships with clients by delivering value through:
Proactively contacting our clients via phone, email, and chat
Providing a single point of contact that brings together all the resources Equitable has to offer to address client needs
Being an invaluable resource to answer client questions on their existing products and to validate their investment decisions
Identifying new opportunities in partnership with the client
Assisting the client in initiating or completing transactions as appropriate