Now Hiring - Financial Services Financial Sales Rep (FINRA licenses highly preferred) (outside sales) in Scottsdale, AZ

Financial Services Rep (Outside Sales) Job Description

Unlock your potential as a financial sales representative and apply for an opportunity to join our team! We are one of the most respected and growing financial services companies. With about 5,000 financial professionals in the US and Puerto Rico, we are positioned with the strength and resources to help talented people reach their potential. We continue to work together toward our shared ambition of becoming the preferred company in the industry by differentiating ourselves through the quality of our products as well as through our customer service.

We are looking for confident, personable and driven individuals to serve as financial representatives. As a Financial Representatives, you will prospect for potential clients, both individual and corporate, and develop a practice within the financial-services industry. We work hard to create a culture where you move forward as fast as you’d like, not as fast as you’re told. Our most successful Financial Representatives are those who consistently build relationships and leverage those relationships into business opportunities.

Job Responsibilities

As one of our Financial Representatives, we give you the tools you need in order to build your own client base. Our training programs, dedicated support staff and multitude of competitive products provide you with ample resources with which to serve your clients’ financial needs.

Your basic responsibilities will include:

• Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
• Build and maintain a client base, keep client plans up-to-date and acquire new clients on an ongoing basis
• Contact clients periodically to determine if there have been changes in their financial status
• Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service
• Sell financial products and services including life insurance, annuities and investment options

Job Requirements

As a Financial Sales Representative, you must have a strong entrepreneurial spirit bolstered by confidence, persistence and a high degree of personal integrity. If you’re a results-driven self-starter and an effective communicator, you can be successful.

Specific requirements for the Financial Representative position include:

• A four-year college degree is preferred but not required
• Relevant FINRA securities registrations. If you do not have them, you will be required to attain state life and health licenses, FINRA Series 7 and 63 registrations
• Possesses integrity, a strong work ethic and the desire to help others plan for and protect their economic futures
• Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
• Draws upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term relationships
• MBA, JD, CFP®, CPA or ChFC, a plus

Benefits

With Equitable Advisors, you can look forward to a comprehensive training program, career-advancement opportunities within the company, and a compensation you control. The extensive compensation package available to eligible Financial Services Representatives includes:

• Competitive compensation and comprehensive benefits package
• Personalized and comprehensive training and support
• Advancement and management opportunities
• Flexibility

Take control of your financial future. Apply today!

Securities offered through Equitable Advisors, LLC (NY, NY (212) [please apply online]), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. an Equitable Advisors is an equal opportunity employer M/F/D/V. GE- [please apply online] (06/20) (Exp.06/22)

Job Type: Full-time

Pay: $80,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Vision insurance

Contract type:

• Permanent

Supplemental pay types:

• Bonus pay
• Commission pay

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• In the field
• Office

COVID-19 considerations:
All client meetings virtually; In office day-to-day

License/Certification:

• Securities Industry Essentials (Preferred)
• Series 7 (Preferred)
• Life & Health Insurance License (Preferred)

Work Location: One location