Wealth Management Financial Sales Professional

Equitable in Syracuse, NY

  • Industry: Financial Services - Banking/Investment/Finance - Banker/Loan Officer
  • Type: Full Time
  • Compensation: $119,393.33 - 178,020.00 / Year*
position filled
Thank you for your interest in a position with the AXA Equitable Life Insurance Company (Equitable).

Equitable is a leading financial services company with a diverse and inclusive work environment. The organization was established in 1859, and we are committed to helping our clients meet all of their financial goals.

A Financial Professional is responsible for establishing relationships with clients by delivering value through:
  • Proactively contacting our clients via phone, email, and chat
  • Providing a single point of contact that aligns all the resources Equitable has to offer to address client/prospect needs
  • Being a high-quality resource to answer client/prospect questions on their existing products and to validate their decisions
  • Identifying new potential needs in partnership with the client/prospect
  • Assisting the client/prospect in initiating or completing a sale as appropriate
  • Strong research and analytical skills
  • Excellent interpersonal and communication skills
Minimum Qualifications:
  • 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)
  • Bachelor's degree or equivalent relevant industry experience
Preferred Qualifications:
  • FINRA Series 6, 63, and 65 licenses (or equivalent), and Life Insurance Licenses
  • Strong knowledge of 401(k), individual annuity and life insurance products, including product structure, sales strategies and industry regulations
  • Strong working knowledge of pension provisions of the Internal Revenue Code and ERISA
  • 6-8 years of sales experience in the Defined Contributions market
  • Prior customer relationship management experience
  • Previous sales experience preferably in the financial services industry with a focus on insurance


About Equitable
We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.

As an employer, Equitable is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. Equitable has been recognized and certified as a great place to work by the Great Place to Work Institute.

We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave Equitable. Almost 40> of our open jobs are filled with current employees.

In addition to competitive compensation and an outstanding benefits package including 401(k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.

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) ###-#### or email us at ...@equitable.com.

Associated topics: financial, financial planner, financial product, financial professional, financial security, investment, investment analyst, merchant service solution, payment management solution, stock broker

* Estimated salary


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