Financial Services Representative
Our mission is to provide financial security and peace of mind through our insurance, annuity, and solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and with one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of equitable advisors and our commitment to doing the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Responsibilities: • Ability to understand the needs and financial concerns of clients • Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter • Promote customized ways for clients to achieve their long-term financial goals • Cultivating relationships, with a view to helping every family member or individual pursue financial security • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients • Providing compassion and guidance to clients when unfortunate life circumstances arise • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time Qualifications: • Demonstrated sales experience or an entrepreneurial attitude • Excellent communicative skills, both written and verbal • Dedicated to helping families and businesses live their best life • Knowledgeable about the business industry • Well-presented and professional in all interactions • Resilient and determined when faced with adversity • Skilled in leveraging personal connections and networks to build relationships • Must be a US citizen or legally authorized to work in the US Compensation: $75,000 - $105,000 at plan
• Ability to understand the needs and financial concerns of clients • Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter • Promote customized ways for clients to achieve their long-term financial goals • Cultivating relationships, with a view to helping every family member or individual pursue financial security • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients • Providing compassion and guidance to clients when unfortunate life circumstances arise • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time