Financial Professional - Ca, San Diego (5184)

Equitable Holdings

San Diego, CA, US
Not specified; not specified; not specified
On-site
Strong sales and prospecting skills
Ability to build client relationships
Self-motivated entrepreneurial mindset
The role involves providing comprehensive financial solutions to clients in the San Diego area

Job Summary

  • The role involves providing comprehensive financial solutions to clients in the San Diego area.
  • Success in this position requires a proactive approach to business development and client acquisition.
  • Equitable Holdings offers a platform designed to support independent financial professionals in growing their practice.

Matching Summary

The role involves providing comprehensive financial solutions to clients in the San Diego area.

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
  • Passion for helping others achieve goals

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter