Retirement Benefits Group Financial Professional
Equitable Advisors - Retirement Benefits Group Job Description
With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions, and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional. As an entry-level RBG Financial Professional, you can accelerate your own success.
Your primary focus will be providing financial products and services, as well as education to those who build and serve our communities, such as:
- Municipality employees
- Teachers
- School administrators
What it takes to be an Equitable Advisors’ Financial Professional
Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions, and commitments to our clients. We created the Retirement Benefits Group (RBG) recognizing the benefits of 403(b) tax-sheltered annuity (TSA) and 457(b) employee-deferred compensation (EDC) plans for public schools, colleges, universities, hospitals, nonprofit organizations, and municipal governments.
- A four-year college degree is preferred but not required
- You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
- Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic, and the desire to help others plan for and protect their financial futures
- Team player who possesses 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
Benefits of working with us
- Competitive compensation package, which includes base pay, commissions, and benefits
- Personalized and comprehensive training and support in all areas important to building your business
- Sponsorship as well as coaching to obtain the licensing required for hire
- Ability to specialize in numerous areas from being a Certified Financial Planner to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus
- Ability to work jointly with senior joint-work partners and to be coached by top performers
- Advancement and management opportunities
- A work-life balance and access to a full suite of remote-work technology solutions
You will receive personalized training and support. To get you up and running, Equitable Advisors will sponsor your pursuit of licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) are Equal Opportunity Employers M/F/D/V. GE- 6572371.1 (4/24)(Exp.4/26)
#J-18808-Ljbffr
