EQH

A financial services company with a legacy of helping people look forward with courage, strength, and wisdom.
Mar 03, 2026
EQH Charlotte, NC, USA
What You’ll Be Doing 2 to 4 years of work experience in Financial Service Industry or related sales experience  Life & Health license FINRA Licensing\: SIE, Series 6, Series 63 Preferred Qualifications Comfortable being uncomfortable High degree of confidence when engaging with customers Self-starter who can create opportunities for themselves Sales opportunist – Every conversation is an opportunity to either start or advance a sale Unusually high customer-centric attitude Enthusiasm – can convey passion over the phone Coachable Ownership - follow through on commitments Carries a sense of urgency through all interactions both internal and external Persistent Organized Proactive Skills Client Relationship Management\: Knowledge of client relationship; ability to address issues critical issues to meet client needs and maintain engaged, partnering relationship with business partners and clients. Knowledge of...
Feb 28, 2026
EQH Remote (USA)
What You Will Bring 7+ years of Life Insurance industry experience Life and Health insurance licenses FINRA Series 6 & 63 Experience in Direct Sales of Life Insurance products Valid driver’s license and clean driving record are required   Preferred Qualifications FINRA Series 7 highly desired    Exceptional communication/interpersonal skills with good computer and organizational skills Willingness to travel up to 95%     Skills Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality. Financial Services Industry: Knowledge of financial services industry trends, directions, major issues, regulatory considerations and trendsetters; ability to provide specific financial advice to clients. Influencing\: Knowledge of effective influencing tactics and strategies; ability to impact decisions...