Entry Level Salaried Financial Professional (PCPG) (HYBRID OR REMOTE)
About The Role
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 a dynamic Entry Level Salaried Financial Professional (PCPG) to join our team! This position is a Hybrid or Remote Opportunity and can be based out of our Syracuse, NY or Salt Lake City, UT offices.
What You’ll Be Doing
Train
• Acquire your core financial services licenses
• Series 7, Series 66, Life and Health License
• Learn about the philosophy behind the Equitable financial planning process
• Learn about the financial markets and types of investments
• Understand how to engage clients
Learn
• Join our Branch Assist team to
• Connect with existing Equitable clients
• Work with them to position their existing investments to meet their long term financial goals
• Work with existing clients to plan and prepare for new financial needs as their lives and needs change
Partner
• Spend the next two years working with 10 – 20 successful Financial Professionals to
• Contact their clients to help them grow and build efficiencies in their business
• Work with clients to help them realize their financial goals
• Get an up close and personal view as to what it takes to become a successful Financial Professional
Additional Training
You will receive additional training in critical skills and topics including
• Client Prospecting
• Conducting face to face client meetings
• Developing client seminars
• Managing business expenses
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 Cit, 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 $50,000. 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
What You Will Bring
• Bachelor's degree or equivalent relevant industry experience
• Ability to obtain FINRA Series 7 and 66 licenses, as well as Life Insurance Licenses (funding for licensing provided by the company; includes study program and materials)
• Prior customer relationship management experience
Preferred Qualifications
• Previous sales experience preferably in the financial services industry (Banking, Insurance, Property and Casualty, or Retail Investments)
• Strong research and analytical skills
• Strong research and analytical skills
• Excellent interpersonal and communication skills
Skills
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.
About Equitable
At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at [email protected].
Primary Location
UNITED STATES-Remote
Other Locations
UNITED STATES-NY-Syracuse
Organization
Equitable
Schedule
Full-time
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Apply To this Job
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 a dynamic Entry Level Salaried Financial Professional (PCPG) to join our team! This position is a Hybrid or Remote Opportunity and can be based out of our Syracuse, NY or Salt Lake City, UT offices.
What You’ll Be Doing
Train
• Acquire your core financial services licenses
• Series 7, Series 66, Life and Health License
• Learn about the philosophy behind the Equitable financial planning process
• Learn about the financial markets and types of investments
• Understand how to engage clients
Learn
• Join our Branch Assist team to
• Connect with existing Equitable clients
• Work with them to position their existing investments to meet their long term financial goals
• Work with existing clients to plan and prepare for new financial needs as their lives and needs change
Partner
• Spend the next two years working with 10 – 20 successful Financial Professionals to
• Contact their clients to help them grow and build efficiencies in their business
• Work with clients to help them realize their financial goals
• Get an up close and personal view as to what it takes to become a successful Financial Professional
Additional Training
You will receive additional training in critical skills and topics including
• Client Prospecting
• Conducting face to face client meetings
• Developing client seminars
• Managing business expenses
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 Cit, 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 $50,000. 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
What You Will Bring
• Bachelor's degree or equivalent relevant industry experience
• Ability to obtain FINRA Series 7 and 66 licenses, as well as Life Insurance Licenses (funding for licensing provided by the company; includes study program and materials)
• Prior customer relationship management experience
Preferred Qualifications
• Previous sales experience preferably in the financial services industry (Banking, Insurance, Property and Casualty, or Retail Investments)
• Strong research and analytical skills
• Strong research and analytical skills
• Excellent interpersonal and communication skills
Skills
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.
About Equitable
At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at [email protected].
Primary Location
UNITED STATES-Remote
Other Locations
UNITED STATES-NY-Syracuse
Organization
Equitable
Schedule
Full-time
Apply tot his job
Apply To this Job