Financial Professional - Retirement Benefits Group - Wi, Madison (3632)

Equitable Holdings

Madison, WI, US
Not specified; not specified; not specified
On-site
Retirement planning expertise
Client relationship management
Financial product knowledge
Equitable Holdings is seeking a Financial Professional for their Retirement Benefits Group in Madison, WI. The role emphasizes providing financial solutions and support to clients, focusing on retirement planning and benefits

Job Summary

  • This role focuses on delivering comprehensive retirement benefits solutions to clients in Wisconsin.
  • The position requires building and maintaining strong relationships with individuals and business groups.
  • Candidates will be expected to identify client needs and recommend appropriate financial strategies.

Matching Summary

Match Score: 85

Equitable Holdings is seeking a Financial Professional for their Retirement Benefits Group in Madison, WI. The role emphasizes providing financial solutions and support to clients, focusing on retirement planning and benefits.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • retirement planning expertise
  • client relationship management
  • financial product knowledge

Nice-to-have

  • strong communication skills
  • proven sales track record
  • ability to work independently

Key Requirements

  • Bachelor's degree or equivalent experience
  • Series 6 and Series 63 licenses required
  • Valid state insurance license

Work Rights

Not specified

Tailored Resume

Cover Letter