Internal Wholesaler- Life

Job Number: 9753

Job Number: 250000GT

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?

Responsibilities:

Increase life insurance sales and strengthen client relationships through proactive outbound calls in addition to inbound phone activity, emails and webinars. Internal wholesalers partner with a Regional Vice President (External Wholesaler) in the field and are responsible for driving activity and sales as a team. Senior Internal Wholesalers are expected to provide leadership within team through mentorship and support.

Successful employees are expected to accomplish the following:

• 20 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.)
• 50-60% of your day spent on the phone. This is a proactive sales role where the internal wholesaler is a driver of results in the territory.
• A full understanding of Asset Location vs Allocation and the ability to present the concept and tie into advisor conversations
• Provide an exceptional customer experience with the mindset of going above and beyond with every client interaction we have
• Ownership of a sales pipeline and a full understanding of what's required to move things forward
• Participate and actively engage in all sales desk campaigns and targeted marketing efforts
• Clear and defined expectations/plan surrounding partnership with external counterpart in your territory
• Achieve over 100% of annual sales goal

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
Required Qualifications

• 2 to 4 years of work experience in Financial Service Industry or related sales experience
• Comfortable being uncomfortable
• Life & Health license
• FINRA Licensing: SIE, Series 6, Series 63
• High degree of confidence when engaging with customers
• Self-starter who can create opportunities for themselves
• Sales opportunist - Every conversation is an opportunity to either start or advance a sale
• Unusually high customer-centric attitude
• Enthusiasm - can convey passion over the phone
• Coachable
• Ownership - follow through on commitments
• Carries a sense of urgency through all interactions both internal and external
• Persistent
• Organized
• Proactive

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.

#LI-Hybrid

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: Internal Wholesaler- Life

Location_formattedLocationLong: Charlotte, North Carolina US