Jobs · Finance · Pennsylvania

Financial Professional - Retirement Benefits Group - PA, Philadelphia (3577)

Equitable Advisors · Philadelphia, PA · 6 mo ago
FinanceFull-time

About the role

The Retirement Benefits Group (RBG) at Equitable Advisors is seeking a Financial Professional to assist in growing the market for 403(b) and 457(b) plans among public school, college, university, hospital, nonprofit organization, and municipal government employees.

Responsibilities

  • Provide financial products and services, and education to teachers, school administrators, and municipality employees.
  • Prospect and accelerate the growth of your career within the defined market.
  • Work with senior joint-work partners and be coached by top performers.
  • Specialize in various areas including Certified Financial Planner, employee and executive benefits, and other specialized fields.
  • Advocate for and help individuals plan for and protect their financial futures.

Requirements

  • A four-year college degree is preferred but not required.
  • State life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus).
  • Results-driven, highly motivated, self-starter with integrity and a strong work ethic.
  • Excellent interpersonal skills and communication abilities, with a high degree of self-confidence.

Qualifications

  • Diverse backgrounds are valued and developed.
  • Experience in the financial services industry is not necessary.

Skills

  • Strong interpersonal and communication skills.
  • Ability to build and maintain long-term relationships.
  • Self-starter with a drive to succeed.

Benefits

  • Competitive compensation package including base pay, commissions, and benefits.
  • Personalized and comprehensive training and support in all areas important to building your business.
  • Sponsorship and coaching to obtain required licensing.
  • Opportunities for advancement and management roles.
  • A work-life balance and access to remote-work technology solutions.

Pay

Compensation details are competitive and tailored to individual performance and qualifications.

Schedule

Flexible schedule to accommodate the needs of the community and personal life.

Benefits

  • Health and wellness programs.
  • Retirement savings options.
  • Professional development opportunities.

Contact Information

To apply, please visit our careers page or contact us at [contact information].

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