2 jobs found in Charlotte, NC

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...

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...