Financial Consultant – Retirement Benefits Group - IL, Springfield (2355)

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.