Financial Professional - Nc, Charlotte (5118)

Equitable Holdings

Charlotte, North Carolina, US
Not specified; not specified; not specified
On-site
Strong sales and networking skills
Ability to build client relationships
Self-motivated entrepreneurial mindset
This role involves providing comprehensive financial solutions to clients in the Charlotte, NC area

Job Summary

  • This role involves providing comprehensive financial solutions to clients in the Charlotte, NC area.
  • The position requires building a robust book of business through proactive prospecting and relationship management.
  • Equitable Holdings offers a supportive environment with training resources for career growth in financial services.

Matching Summary

This role involves providing comprehensive financial solutions to clients in the Charlotte, NC area.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Strong sales and networking 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
  • Successful track record in sales or finance

Work Rights

Not specified

Tailored Resume

Cover Letter