Equitable
Investment Product Sales Specialist (Remote Possible) - (Job Number: 230000Z3)
This job is now closed
Job Description
- Req#: 379973
Employer Industry: Financial Services
Why Consider this Job Opportunity:
- Competitive base salary range of $67,000 - $100,000
- Opportunity for performance-based compensation, including base salary increases, spot bonuses, and short-term incentive compensation
- Comprehensive benefits package, including medical, dental, vision, and a 401(k) plan
- Chance to work with a dynamic team and contribute to the growth of a leading financial services company
- Exposure to a wide range of investment products and services
- Opportunities for training and professional development
What to Expect (Job Responsibilities):
- Provide practice support and sales enablement for Financial Professionals (FPs)
- Focus on defined segments to support FPs in building and growing their practices
- Conduct inbound and outbound calls, virtual and in-person meetings, and occasional participation in conferences and events
- Support advisory and brokerage accounts, including mutual funds, equities, fixed income, third party managed accounts, and alternative investments
- Assist with training, product knowledge, practice management, investment research, developing historical illustrations, and presenting sales ideas
What is Required (Qualifications):
- Bachelor's degree
- 4+ years of investment industry experience
- FINRA Licenses Series 7, 63, 65 (or 66) required
- Demonstrated relationship management, sales, customer service, and presentation skills
- Experience with managed accounts, mutual funds, and brokerage
How to Stand Out (Preferred Qualifications):
- Experience working with investment products, Financial Professionals, or end-clients
- Problem resolution skills and a sales-oriented mindset
- Strong written and verbal communication skills
- Proficiency in Word, Excel, PowerPoint, and Morningstar Advisor Workstation
- Progress towards or desire to pursue advanced industry designations
#FinancialServices #SalesSupport #InvestmentProducts #ProfessionalDevelopment #CompetitiveCompensation
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A financial services company with a legacy of helping people look forward with courage, strength, and wisdom.
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