Financial Professional - Ny, Woodbury (3460)

Equitable Holdings

Woodbury, New York, United States
Not specified; commission-based compensation struc...
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Strong sales and prospecting skills
Ability to build client relationships
Self-motivated entrepreneurial mindset
** Equitable Holdings is seeking a Financial Professional for its Woodbury, New York location. The role involves providing financial advice and services to clients, emphasizing a collaborative and supportive company culture. **

Job Summary

  • This role offers the opportunity to build a successful career as an independent financial professional serving clients in Woodbury, NY.
  • The position requires developing a client base through networking, referrals, and proactive outreach strategies.
  • Equitable Holdings provides comprehensive training, mentorship, and resources to support your growth in the financial services industry.

Matching Summary

Match Score: 75

** Equitable Holdings is seeking a Financial Professional for its Woodbury, New York location. The role involves providing financial advice and services to clients, emphasizing a collaborative and supportive company culture. **

Salary

Not specified; Commission-based compensation structure; Benefits package available

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
  • Bachelor's degree preferred
  • Series 6 or 7 license required

Work Rights

Not specified

Tailored Resume

Cover Letter