EQH
Remote
What You’ll Be Doing 2 to 4 years of work experience in Financial Service Industry or related sales experience Familiarity with wealth planning and/or financial planning concepts Life & Health license (highly preferred) FINRA Licensing\: SIE, Series 6, Series 63 (required) Preferred Qualifications Coachable Unusually high customer-centric attitude High degree of confidence when engaging with customers Self-starter who can create opportunities for themselves Enthusiasm – can convey passion over the phone Storyteller Ownership - follow through on commitments Carries a sense of urgency through all interactions both internal and external 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 Product Line: Knowledge of methodologies, tools and...