Equitable is committed to helping clients secure their financial well-being, and they are seeking motivated Sales Associates to join their Annuity Sales Desk. This role involves participating in a 6-week Sales Launch Training Program, obtaining necessary licenses, and providing support to financial professionals while managing a sales pipeline and collaborating with Regional Vice Presidents.
Responsibilities
- Join our Sales Launch Training Program where you’ll spend 6 weeks learning variable annuities, sales strategies, objection handling, and the fundamentals of product positioning
- Earn your Series 6 and Series 63 licenses with dedicated study time, training support, and exam preparation resources
- Provide inbound sales desk support, answering questions from financial professionals about products, sales concepts, marketing materials, and positioning strategies
- Serve as a trusted resource, educating advisors on how easy it is to do business with Equitable and delivering a best‑in‑class service experience
- Act as a liaison between our home office and Regional Vice Presidents, helping to coordinate strategy, share insights, and strengthen relationships
- Manage a strong sales pipeline, identifying opportunities within assigned territories and tracking progress to maximize revenue potential
- Collaborate with Regional Vice Presidents to build tailored business plans that support territory growth and drive sales results
- Demonstrate drive, energy, and enthusiasm, showing up ready to learn, compete, and grow in a career path that leads to internal wholesaling and beyond
Skills
- 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
- 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
Benefits
- Medical
- Dental
- Vision
- A 401(k) plan
- Paid time off
Company Overview
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families. It was founded in 1859, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is https://equitable.com/.