Job Description
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, help them position their investments to meet long‑term financial goals, and plan for new financial needs as their lives change. Partner Work for two years with 10–20 successful Financial Professionals to contact their clients, grow and build efficiencies in their business, help clients realize their financial goals, and gain an up‑to‑date view of what it takes to become a successful Financial Professional. Additional Training Client Prospecting Conducting face‑to‑face client meetings Developing client seminars Managing business expenses The base salary for this position is $50,000 and the role is eligible for variable compensation. For eligible employees, Equitable provides a full range of benefits including medical, dental, vision, a 401(k) plan, and paid time off. 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 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. Careers at Equitable to learn more. Equal Employment Opportunity 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 TalentAcquisition@equitable.com.