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Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technology solutions.
$65,000 - $140,000 a yearFull-timeExpandApply NowActive JobUpdated 18 days ago - UpvoteDownvoteShare Job
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Compensation options you control and a comprehensive benefits package for eligible individuals: health and dental coverage options, vision care coverage, 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program ("TRIP.
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Social impact and community engagement prosper thru our programs such as "1,000 Hours of Giving Back" sponsored by our Women's Network and "Equitable Excellence" providing 200 college scholarships annually.
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Equitable Advisors is a respected wealth management firm with a proven track record in the industry. In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.
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We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School. Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves.
Full-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Benefits Hourly Base Salary Based on Experience Paid Time Off (PTO) Hands on Training Mon-Fri Schedule Career Growth Opportunities Evenings Off Holiday Pay Bonus and Commission Earning Potential Responsibilities Client Engagement: Build rapport with clients and provide exceptional customer service by addressing inquiries and concerns.
$20 - $24Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit.
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We assist in creating personalized financial strategies for each client in every aspect of their financial lives, from insurance and investments to retirement and estate planning. Requirements:BS degree in Marketing or Business Administration is requiredHands-on experience with multiple sales techniques (including relationship management)Experience with CRM softwareFamiliarity with MS Excel (analyzing spreadsheets and charts)Understanding of financial performance metricsDemonstrated deep understanding of financial markets and personalized financial solutions for both individuals and businesses.
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In this role, you will have ownership over the planning, project management, creation, and maintenance of the client relationship and the solutions need to enhance and optimize client success and workforce readiness.
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We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Chartered Financial Consultant (ChFC). We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.
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To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA licensing requirements as well as help you navigate state licensing needs. Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions.
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We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience.
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Social impact and community engagement prosper through our programs such as “1,000 Hours of Giving Back” sponsored by our Women’s Network and “Equitable Excellence” providing 200 college scholarships annually.
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Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. Equitable Advisors ’ strategy begins with the needs, goals, and aspirations of those we serve.
$24,000 - $140,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago
life insurance client engagement relationship management jobs in Dearborn-heights, Michigan
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