EQH
Charlotte, NC, USA
What You Will Bring • Series 6 or Series 7 licenses required. • Series 63 and Life licenses preferred and/or must be obtained. • Minimum 2 years experience working with Retirement Plans, preferably 401(k). • Additional hours may be necessary during periods of heavy volume, or for time sensitive projects. • Have a working knowledge with the pension provisions of the Internal Revenue Code and ERISA. • Ability to present the features of the various Equitable pension products. • Assist external wholesalers daily with prospecting activities • Educate Financial Advisor on all aspects of product/market environment • Be aware of the world of investments and of 401(k) competitors’ offerings. • Coordinate & participate in pre-sale discussions regarding plan design/product sale/implementation • Strong computer skills, including Microsoft Excel and Word. Preferred Qualifications • Experience in the financial or...