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Summary
About the Role
About You
- Bachelor's degree or equivalent work experience.
- 2+ years RIA sales experience.
- 2+ years experience in sales of Variable Annuities.
- FINRA Series 6 or 7, and Series 63 Licenses.
- Annuity, Life and Health Insurance License.
- Experience in selling annuities to RIA’s and fee based advisors.
- CLU, ChFC and/or CFP a big plus.
- Direct Sales Experience.
- Skilled communicator with ability to simplify complicated details for various audiences.
- Demonstrates strong interpersonal skills with a collaborative style.
- Ability to develop strategies and business plans to deliver and exceed expected business objectives and results.
- Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
Benefits
- Medical, dental, and vision coverage.
- 401(k) plan.
- Paid time off.
- Variable compensation eligibility.
Equitable is one of America’s leading financial services companies. Founded originally in 1859*, the company’s mission is to help clients secure their financial well-being with advice, protection and retirement strategies for individuals, families and small businesses. Equitable is the brand name of Equitable Holdings, Inc. and its family of companies, including Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY), Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company, and Equitable Distributors, LLC. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI and TN). Main address: 1345 Avenue of the Americas, New York, NY 10105 For more information, visit www.equitable.com. For more information on how we protect your privacy on social media platforms, visit www.equitable.com/social. *Reference to the 1859 founding applies specially and exclusively to Equitable Financial Life Insurance Company. GE-2921382(03/22)