Internal Wholesaler- Annuities at Equitable

Charlotte, North Carolina, United States -

Full Time

Start Date

Immediate

Expiry Date

15 Dec, 25

Salary

55000.0

Posted On

16 Sep, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Knowledge of Product Line, Lead Generation, Selling, Diversity, Equity and Inclusion

Industry

Financial Services

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 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 o 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%25 of annual territory sales goal The base salary for this position is $55,000. 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 • 1+ years of work experience in Financial Service Industry or related sales experience • Life & Health license • Series 6 & 63 Preferred Qualifications • 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. Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change. 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. ********** 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.

Responsibilities

The Internal Wholesaler is responsible for increasing Annuity Product sales and strengthening client relationships through various communication methods. They partner with an external wholesaler and are expected to provide leadership and mentorship within the team.