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Job description
Financial Consultant – Retirement Benefits Group
Location: Springfield, IL. Opening: C)
Role Highlights
Client Engagement: Cultivate and expand network within established markets
Products and Services Consultation: Educate clients on diverse financial products and services, demonstrating how these solutions can be tailored to meet unique needs
Client Service and Implementation: Analyze and organize client data, ensuring confidentiality, preparing and implementing appropriate products & services
Work-Life Balance: Flexible schedule to maximize productivity and personal time
Location: Working outside the office in local schools and municipalities
Skills & Experience
Education: Bachelor’s degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States
Training & Development
FINRA Sponsorship: provided for required FINRA licensing
Preliminary Employment Period (PEP): comprehensive 120‑day hands‑on training
Virtual University: access to Equitable Advisors' Virtual University for continuous learning
Mentorship: opportunities for joint work and mentorship
Personalized Coaching: Training and guidance of a local Vice President to assist throughout your journey
Leadership Development: access to Leadership Development School for those with management ambition
Professional Growth: encouragement to pursue professional designations such as CFP®, ChFC, and equated holistic financial coach program
Compensation & Benefits
Sign‑On Payment Eligibility: $250‑$1,000 after signing the PEP agreement, based on a 120‑day timeline for successful completion of company‑sponsored required FINRA licenses and registrations.
Base Salary: After successfully completing PEP, will be eligible to become a 20th Edition RBG financial professional with an annual salary ($24,000).
Commissions and Bonus: In addition to an annual salary, RBG financial professionals are eligible to earn commissions and bonuses.
Benefits Eligibility: Eligible financial professionals can participate in comprehensive benefits programs including health, dental and vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance, and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions.
Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V.
This position has expired and is no longer accepting applications.
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Worksite address
oak brook, IL, 60523, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.