Sales Associate- Annuity Sales Desk (HYBRID)
Equitable, Charlotte, NC, United States
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 Product Sales Associate (PSA) to join our team! This position is a Hybrid work position based out of our Charlotte, NC office.
What You’ll Be Doing The Product Sales Associate (PSA) role is an introductory position into the fast-paced and challenging financial wholesale career path, specifically focused on variable annuity sales. PSA candidates are enrolled into a 6 week training program where they learn the fundamentals of variable annuities, product positioning, and advanced sales techniques. Concurrent with product training, PSA candidates are required to pass the Series 6 and Series 63 examinations. Once properly licensed, PSA’s will provide inbound phone queue coverage, responding to product, sales and marketing questions presented by brokers calling the department’s 800 number. Upon the availability of a geographically-focused territory, eligible PSA’s will transition into a Regional Sales Associate (RSA) position. Perform as a relationship builder by utilizing excellent communication and interpersonal skills; Educate and promote the effortlessness of doing business with Equitable Distributors; Exhibit a competitive drive to succeed; Act as a liaison between the home office and Regional Vice Presidents in the field; Maintain an effective sales opportunity pipeline for respective territories; Work closely with Regional Vice President to craft and execute an appropriate business plan to maximize territory revenues.
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 $50,000. 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
Must have Series 6 and 63 licenses or be willing to obtain within 180 days of start date
Must have Resident Life and Variable Insurance Licenses or be willing to obtain within 180 days of start date
Preferred Qualifications
Experience in the financial or investment management industry is preferred but not required
Ability to work in a challenging and collaborative environment
Ability to pay attention to detail and multi-task
1+ Years of experience in sales/marketing is preferred but not required
High-level of computer proficiency
A coachable demeanor and positive attitude
Demonstrated ability to work autonomously and as part of a cohesive team
Demonstrated success in negotiation, persuasion, and solutions-based selling
Ability to work in a fast-paced environment
Flexibility to handle multiple priorities while maintaining a high degree of professionalism
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-EQH1
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. 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.
#J-18808-Ljbffr
What You’ll Be Doing The Product Sales Associate (PSA) role is an introductory position into the fast-paced and challenging financial wholesale career path, specifically focused on variable annuity sales. PSA candidates are enrolled into a 6 week training program where they learn the fundamentals of variable annuities, product positioning, and advanced sales techniques. Concurrent with product training, PSA candidates are required to pass the Series 6 and Series 63 examinations. Once properly licensed, PSA’s will provide inbound phone queue coverage, responding to product, sales and marketing questions presented by brokers calling the department’s 800 number. Upon the availability of a geographically-focused territory, eligible PSA’s will transition into a Regional Sales Associate (RSA) position. Perform as a relationship builder by utilizing excellent communication and interpersonal skills; Educate and promote the effortlessness of doing business with Equitable Distributors; Exhibit a competitive drive to succeed; Act as a liaison between the home office and Regional Vice Presidents in the field; Maintain an effective sales opportunity pipeline for respective territories; Work closely with Regional Vice President to craft and execute an appropriate business plan to maximize territory revenues.
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 $50,000. 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
Must have Series 6 and 63 licenses or be willing to obtain within 180 days of start date
Must have Resident Life and Variable Insurance Licenses or be willing to obtain within 180 days of start date
Preferred Qualifications
Experience in the financial or investment management industry is preferred but not required
Ability to work in a challenging and collaborative environment
Ability to pay attention to detail and multi-task
1+ Years of experience in sales/marketing is preferred but not required
High-level of computer proficiency
A coachable demeanor and positive attitude
Demonstrated ability to work autonomously and as part of a cohesive team
Demonstrated success in negotiation, persuasion, and solutions-based selling
Ability to work in a fast-paced environment
Flexibility to handle multiple priorities while maintaining a high degree of professionalism
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-EQH1
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. 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.
#J-18808-Ljbffr