Full-Time
Financial Professional
Retirement Benefits Group
Posted on 5/9/2026
Equitable Holdings
1-10 employees
Financial services holding for retirement, protection.
No salary listed
Fort Worth, TX, USA
In Person
Role involves working outside the office in local schools and municipalities.
 Sales & Account Management (1) |
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- Bachelor's degree or equivalent skills and work experience
- State Life & Health license, Series 7, Series 66, and SIE licensing
- Must be authorized to work in the United States
- excellent interpersonal and communication abilities with strong self-confidence
- entrepreneurial spirit with a desire to positively impact others' lives
- ability to work with and learn from top performers
- Cultivate and expand your network within established markets
- Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
- Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products and services
- Flexible schedule to maximize productivity and personal time
- Working outside the office in local schools and municipalities
Equitable Holdings provides financial services focused on retirement planning, life insurance, annuities, wealth and asset management. Its products work by pairing financial advice with a range of planning, protection, and investment solutions to help clients pursue long-term financial security. It stands out from competitors through a multi-channel distribution network and a broad set of integrated investment and protection offerings for individuals and institutions. Its goal is to help clients achieve financial well-being by delivering comprehensive guidance and tailored financial solutions.
Company Size
1-10
Company Stage
IPO
Headquarters
New York City, New York
Founded
1878
Simplify's Take
What believers are saying
- Wealth Management hits $200 million earnings target early with $8.4 billion net inflows.
- RGA reinsurance deal frees $2 billion capital, cuts mortality risk 75%.
- Vanguard discloses 5.42% stake amid $18.9 billion revenue projection by 2029.
What critics are saying
- AllianceBernstein loses $11.3 billion in outflows from BlackRock ETF fee pressure.
- Elevated mortality claims post-RGA erode margins 5-10%, miss $1.8 billion cash target.
- Q4 2025 revenue misses $3.74 billion by 7.2%, continues four-quarter failure streak.
What makes Equitable Holdings unique
- Equitable Holdings combines 1859-founded Equitable Financial with AllianceBernstein for annuities and asset management.
- Pioneered Guaranteed Minimum Income Benefit and Registered Index-Linked Annuity products.
- Operates multi-channel distribution serving 12 million clients with $1.1 trillion AUM.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
Employee Stock Purchase Plan
Flexible Work Hours
Wellness Program
Company News
Corebridge Financial, Inc. (NYSE: CRBG) and Equitable Holdings, Inc. (NYSE: EQH) today announced that they have entered into a definitive... Read More
Equitable Holdings reported record assets under management of $1.10 trillion for 2025, up 10% year over year, alongside a reinsurance deal with RGA that generated $2.00 billion in capital and reduced net mortality exposure by 75%. The company's Wealth Management segment achieved its $200 million annual earnings target two years ahead of schedule, with net inflows reaching $8.40 billion. The reinsurance transaction enhances financial flexibility for share buybacks and reduces balance sheet risk. Despite progress in fee-based, capital-light growth, Equitable faces challenges restoring consistent profitability after a loss-making 2025. Analysts project the company could reach $18.30 billion in revenue and $2.30 billion in earnings by 2028, requiring 9.5% annual revenue growth.
Equitable Holdings has raised assets under management and administration to a record $1.1 trillion, marking 10% year-over-year growth, the company reported on 5 February. The financial services firm generated $1.6 billion in organic cash during 2025 and projects this will increase to approximately $1.8 billion in 2026. The company's Wealth Management segment achieved its $200 million annual earnings target two years early, with $8.4 billion in net inflows representing 13% organic growth. Equitable completed a major life reinsurance transaction with RGA, creating $2 billion in capital and reducing net mortality exposure by 75%. However, elevated mortality claims limited annual operating earnings growth to just 1% over 2024, whilst AllianceBernstein recorded $11.3 billion in net outflows.
Equitable Holdings reported fourth-quarter earnings of $1.76 per share, narrowly beating the Zacks Consensus Estimate of $1.75 per share. This compares to earnings of $1.57 per share in the same period last year. The company posted revenues of $3.74 billion for the quarter ended December 2025, missing the consensus estimate by 7.2% and down from $3.95 billion a year ago. Equitable has failed to beat revenue estimates over the past four quarters and has surpassed earnings estimates only once during that period. Shares have declined 6.2% year-to-date, underperforming the S&P 500's 1.1% gain. The company currently holds a Zacks Rank of 4 (Sell), suggesting expected near-term underperformance.
Furthermore, Equitable Holdings appointed Greg Boosin as its new Chief Marketing Officer.