Financial Professional - Ca, Folsom (5172)

Equitable Holdings

Folsom, California, US
Not specified; not specified; not specified
On-site
Strong sales and prospecting skills
Ability to build client relationships
Self-motivated entrepreneurial mindset
Equitable Holdings is seeking a Financial Professional in Folsom, California, to join their team, focusing on providing financial advice and services to clients. The ideal candidate will possess strong interpersonal skills and a passion for helping others achieve their financial goals. ###

Job Summary

  • The role involves providing comprehensive financial solutions and building a successful practice in the Folsom, CA area.
  • Candidates are expected to demonstrate strong self-discipline and the ability to manage their own business operations.
  • Equitable Holdings offers support systems and training to help professionals grow their client base effectively.

Matching Summary

Match Score: 85

Equitable Holdings is seeking a Financial Professional in Folsom, California, to join their team, focusing on providing financial advice and services to clients. The ideal candidate will possess strong interpersonal skills and a passion for helping others achieve their financial goals. ###

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Strong sales and prospecting skills
  • Ability to build client relationships
  • Self-motivated entrepreneurial mindset

Nice-to-have

  • Experience in financial planning
  • Knowledge of investment products
  • Commitment to professional development

Key Requirements

  • Valid state insurance license required
  • Series 6 or 7 license preferred
  • Bachelor's degree often preferred

Work Rights

Not specified

Tailored Resume

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