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Sales Desk Manager- Annuities

Location: Charlotte, North Carolina US

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Job Number: 9711

Job Number: 250000DM

External Description: Description

At Equitable, our power is in our people.

We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

Key Job Responsibilities

Manages, directs and coordinates all aspects of the Regional Sales Associate (RSA) outbound sales desk. Monitors and enhances the quality and effectiveness of RSA efforts in order to deliver exceptional outbound sales and service support to financial professionals. The objective is to cultivate relationships between EDL and financial professionals (FP) by exceeding the FP's needs and adding value on every call. The SDM is responsible for maintaining high service levels, cultivating superior performance, supporting the external sales force management team and assisting in all stages of the sales process .

The base salary for this position is $70,000. 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
Required Qualifications

  • Bachelor's Degree
  • 3-5 yrs. of Sales Desk Experience or Internal Wholesaling
  • FINRA Series 6/7, LH&A and 63 required
  • FINRA Series 26 required or willing to obtain after 90 Days
  • Non-Resident Life and Variable insurance licenses in all Non-Resident states and Puerto Rico required or willing to obtain within 90 days

Preferred Qualifications
  • Values differences- Recognizing the value different perspectives and cultures bring to an organization.
  • Applies business insights- Applying knowledge of business and the marketplace to advance the organization's goals.
  • Builds strong teams- Builds strong-identity teams that apply their diverse skills and perspectives to achieve common goals.
  • Cultivates innovation- Creating new and better ways for the organization to be successful.
  • Adapts and learns- Actively learning and adapting through experimentation when tackling new problems and situations, using both successes and failures to develop and learn.

Skills

Agile Project Management: Knowledge of effective agile project management strategies and tactics; ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources to achieve project objectives.

Industry Knowledge: Knowledge of the organization's industry group, trends, directions, major issues, regulatory considerations, and trendsetters; ability to apply industry knowledge appropriately to diverse situations.

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

Knowledge of Sales Channels: Knowledge of meanings and features of sales channels; ability to coordinate multiple and diverse options for selling an organization's products and services.

Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Strategic Sales Planning: Knowledge of sales principles, processes, techniques and tools; ability to develop sales plans that are future-oriented, support business strategy and reflect understanding of emerging, as well as existing, opportunities and markets.

ABOUT EQUITABLE

At Equitable, we're a team of over ten thousand strong; 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.

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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: Sales Desk Manager- Annuities

Location_formattedLocationLong: Charlotte, North Carolina US