Sr. Internal Wholesaler- 401(K) (HYBRID) at Equitable

Charlotte, North Carolina, United States -

Full Time

Start Date

Immediate

Expiry Date

06 May, 26

Salary

65000.0

Posted On

05 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales Support, Relationship Management, Product Knowledge, Effective Presentations, Listening, Managing Multiple Priorities, Computer Skills, Retirement Plans, 401(K), Prospecting, Market Education, Plan Design, Pension Provisions, Internal Revenue Code, ERISA

Industry

Financial Services

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- 401(K) to join our team! This position is a Hybrid work position based out of our Charlotte, NC office. What You’ll Be Doing Primary responsibility is to provide sales support to wholesalers and financial advisors selling Equitable 401(K) products. In partnership with the external wholesaler, the inside wholesaler is responsible for developing and maintaining relationships with selling advisors, as well as identifying and acquiring new business within their territory to meet sales goals. This person will drive new retirement plan assets within a geographic territory by making proactive phone calls to, or taking inbound calls from, financial advisors - to engage financial advisors, share sales ideas, provide product information, gather marketing data and offer sales support. The management of the geographic territory will be done in collaboration with an external wholesaler partner, who has ultimate responsibility for the territory. It is expected this person will develop and maintain relationships with these Advisors to increase sales of Equitable 401(K) products, as well as identify new sales opportunities. 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 $65,000. 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 • Series 6 or Series 7 licenses required. • Series 63 and Life licenses preferred and/or must be obtained. • Minimum 2 years experience working with Retirement Plans, preferably 401(k). • Additional hours may be necessary during periods of heavy volume, or for time sensitive projects. • Have a working knowledge with the pension provisions of the Internal Revenue Code and ERISA. • Ability to present the features of the various Equitable pension products. • Assist external wholesalers daily with prospecting activities • Educate Financial Advisor on all aspects of product/market environment • Be aware of the world of investments and of 401(k) competitors’ offerings. • Coordinate & participate in pre-sale discussions regarding plan design/product sale/implementation • Strong computer skills, including Microsoft Excel and Word. Preferred Qualifications • Experience in the financial or investment management industry Skills Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality. Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies. Listening: Knowledge of effective listening issues and techniques; ability to gather, clarify, and apply information transmitted verbally, while exhibiting a genuine interest toward the speaker. 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. #LI-Hybrid 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. ********** 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 primary responsibility is to provide sales support to wholesalers and financial advisors selling Equitable 401(K) products. This includes developing and maintaining relationships with selling advisors and identifying new business opportunities within their territory.