Description

In this training program, participants will be offered the opportunity to learn about the financial services industry from the expertise of a Financial Professional who focuses on Wealth Management, Financial Protection products and strategies, and Estate Planning strategies.

Participants will have the opportunity to be involved in a variety of activities :

• Learning how to prepare for meetings with clients and prospective clients
• Learning the importance of, and how to prepare, presentations to clients and prospective clients
• Learning how to research client portfolios and the importance of such research in the role of a Financial Professional
• Attending in-house training sessions regarding issues relevant to the industry, including compliance rules and regulations and product training
• Observing sales techniques to learn effective presentation skills

Participants will also be provided training to enhance their learning experience, leveraging a combination of self-paced’, virtual, and branch training in the following categories :

• Selling Skills
• Market Development
• Product Knowledge
• Practice Management

PROGRAM DETAILS :

• Location- Columbia, MD (Onsite required)
• Hourly rate- $20 / hr
• Weekly Hours- 20 hours
• 8 week program

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off.

Equitable Pay and Benefits :

Qualifications

Last updated : 2024-05-23