Sr. Internal Wholesaler- Annuities (HYBRID)

Job Number: 10063

Job Number: 260000A4

External Description: About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we've honed since 1859.

Equitable is looking for a dynamic Sr. Internal Wholesaler- Annuities to join our team! This position is a Hybrid work position based out of our Charlotte, NC office.

What You'll Be Doing

Increase Annuity Product sales and strengthen client relationships through outbound and inbound phone activity, emails and webinars within a designated territory. Internal Wholesalers partner with an external wholesaler in the field and are responsible for driving activity and sales as a team. Sr. Internal Wholesalers are expected to provide leadership within team through mentorship and support.

Successful employees are expected to accomplish the following:

• Five quality phone conversations daily
  • Quality is defined as any conversation advancing the sales process that allows the internal to probe, educate, position, and/or present Equitable as the company to sell
• A full understanding of 10 sales ideas/concepts and the ability to pivot and present any of them to a customer instantly
• Provide exceptional customer service with the mindset of going above and beyond for every client interaction we have
• Participate and actively engage in all sales desk campaigns and targeted marketing efforts
• Ownership of one ongoing team project/initiative that benefits the larger group (e.g. Presentation class, group webinar leader, weekly meeting champion, etc.)
• Successfully mentor and guide other team members
• Two hour turnaround time on all illustration requests
• A unique and customized write-up included with every illustration request response that highlights Equitable's strengths and differentiators
• Over three hours of total talk time daily
• Clear and defined expectations/plan surrounding partnership with external counterpart in your territory
• Achieve over 100% of annual territory sales goal

This position offers a hybrid work schedule, with an on-site presence of 2-3 days per week combining flexibility with team collaboration.

The base salary for this position is $60,000. This role is eligible for variable compensation.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program
What You Will Bring

• 2 years of work experience in Financial Service Industry or related sales experience
• Life & Health license
• Series 6 & 63
• Unusually high customer-centric attitude
• Enthusiasm - can convey passion over the phone
• Coachable
• Sales opportunist
• Ownership - follow through on commitments
• Carries a sense of urgency through all interactions both internal and external
• Persistent
• Organized
• Proactive
• Ability to communicates confidently
• Knack at building relationships

Skills

Client Relationship Management: Knowledge of client relationship; ability to address issues critical issues to meet client needs and maintain engaged, partnering relationship with business partners and clients.

Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.

Lead Generation: Knowledge of principles, approaches and tools used in generating leads; ability to develop, deploy and implement lead generation program.

Selling: Knowledge of diverse sales tools, tactics and techniques and ability to use these to persuade a person to buy a product or service.

About Equitable

At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.

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Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com .

Community / Marketing Title: Sr. Internal Wholesaler- Annuities (HYBRID)

Location_formattedLocationLong: Charlotte, North Carolina US