Hemant Sachdev

About Hemant Sachdev

Elevating Financial Confidence by providing Concierge Level Planning for Entrepreneurs…

Experience

1. Financial Consultant

   Equitable Advisors

   Jan 2020 — Present

   As an Equitable Advisors financial professional, our mission is to help individuals, families and businesses achieve and sustain financial stability. This mission is anchored on two core principles: building trusted and long term relationships with our clients and modeling and promoting generosity. Today\'s investment climate offers unprecedented opportunities. We seek to help our clients take advantage of those opportunities by providing them with three key tools: 1. A clear understanding of their financial goals 2. A well-defined financial road map for achieving those goals 3. Ongoing advice to help adjust their road map when their needs change At our Orange County, California office, we are currently looking for people that will be committed to our mission of building strong relationships with our clients and providing sound financial solutions. We are seeking individuals who have: • High Integrity • Strong work ethic • Coachable attitude • Leadership mentality • Burning enthusiasm • Strong desire to succeed • Entrepreneurial spirit • Excellent communication skills • Desire to be part of a team environment So if you or someone you know is looking for a career change, just graduated college, or already have your Series 7, 66, 65, or 63 securities registrations, and a Life and Health Insurance License, then let today be the first day of the rest of your career. Securities offered through Equitable Advisors, LLC (NY, NY (21••••••00) member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC. CA Insurance License #0I89938

Skills

• Indexed Annuities
• Training
• High Net Worth Insurance
• Consultative Sales Professional
• Financial Products Wholesaling
• Annuity Sales
• Asset Management
• Analysis
• Iras
• Management
• Crm
• Leadership
• Sales
• Securities
• Investments
• Business Continuation Planning
• Long-Term Care
• Financial Services
• Retirement Planning
• Fixed Annuities
• Team Building
• Financial Planning
• Building Relationships
• 401k
• Retirement
• Lead Generation
• Tactical Asset Allocation
• Business Planning
• Financial Markets
• Sales Operations
• Insurance
• Budgets
• Life Insurance
• Business Process Improvement
• Financial Statements
• Project Management
• 401(K) Retirement Savings Plans
• Financial Advisory
• Wealth Management
• Relationship Management