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Equitable is a financial services company focused on providing life insurance, retirement, and investment solutions designed to help clients achieve financial well-being and security. At Equitable, your interests and goals are just as important to us as they are to you. Join an organization where you have access to support, resources, and training to help you succeed.

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Field Relationship Manager- Annuity Account Management Team

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Job Number: 9824

Job Number: 250000L4

External 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

  • Collaborate with Strategic Account Managers to identify OSJs/financial institutions and COIs/sales managers that are associated with large/complex third-party distribution partners and build plans to focus and grow sales with target firms
  • Develop relationships with COIs and sales management associated with target firms
  • Create shelf-space for Equitable annuities by facilitating product approval at target firms
  • Source opportunities for increased exposure and wholesaler visibility within target firms
  • Coordinate training, events and campaigns within target firms to enhance brand awareness and product knowledge
  • Track and analyze metrics and sales data to measure success and identify additional opportunities
  • Regular travel to partner offices, industry conferences and regional events as required

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 required
  • 5 years' experience in sales and distribution
  • Active Series 6, Series 63 and Life license
  • Proactive sales skills
  • Strong communication skills
  • Proven prospecting skills
  • Organizational skills
  • Ability to meet goals as a part of a team

Skills
Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.

Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.

Negotiating: Knowledge of successful negotiation concepts and techniques; ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative manner.

Prospecting: Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market.

Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers.

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.

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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: Field Relationship Manager- Annuity Account Management Team

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