Life Sales Desk Manager
About The Position
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 seeking a dynamic and influential Life Sales Desk Manager to join our team. This role provides strategic leadership and hands-on direction for all aspects of the Life Sales Desk, a core function responsible for driving life insurance sales and meeting critical sales objectives. The Life Sales Desk Manager will lead a high-performing team that delivers exceptional outbound sales support and solutions to Financial Professionals (FPs) across multiple sales channels. This position plays a key role in strengthening distribution relationships, advancing sales effectiveness, and supporting the broader sales organization. This position offers a hybrid work schedule, with an on–site presence of 2–3 days per week combining flexibility with team collaboration.
Requirements
- Bachelor’s degree
- 3+ years of Internal Wholesaling or Sales Desk experience
- FINRA Series 6 or 7 and Series 63 registrations
- FINRA Series 26 registration or the willingness to obtain within 90 days of hire
- Resident Life and Variable insurance license, plus Non-Resident Life and Variable insurance licenses (all states and Puerto Rico), or willingness to obtain within 90 days of hire
- Industry Knowledge: Knowledge of the organization's industry group, trends, directions, major issues, regulatory considerations, and trendsetters; ability to apply industry knowledge appropriately to diverse situations.
- Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.
- Knowledge of Sales Channels: Knowledge of meanings and features of sales channels; ability to coordinate multiple and diverse options for selling an organization's products and services.
- 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.
- Strategic Sales Planning: Knowledge of sales principles, processes, techniques and tools; ability to develop sales plans that are future-oriented, support business strategy and reflect understanding of emerging, as well as existing, opportunities and markets.
- Agile Project Management: Knowledge of effective agile project management strategies and tactics; ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources to achieve project objectives.
Nice To Haves
- Demonstrated passion and drive for leading teams that consistently exceed performance objectives
- Builds strong teams – Creates high‑identity teams that leverage diverse skills and perspectives to achieve common goals
- Applies business insights – Uses knowledge of the business and marketplace to advance organizational objectives
- Values differences – Recognizes and leverages the value that diverse perspectives and cultures bring to the organization
- Cultivates innovation – Encourages new and improved ways of working to drive success
- Adapts and learns – Continuously learns and adapts through experimentation; uses both successes and failures to grow and develop
Responsibilities
- Enhance the quality and effectiveness of Life Sales Desk efforts to deliver exceptional outbound sales activity and comprehensive support to Financial Professionals across multiple sales channels
- Cultivate strong relationships between Equitable Distributors Life distribution and Financial Professionals by consistently exceeding FP expectations and adding value on every interaction
- Maintain high service levels while fostering superior performance standards across the Sales Desk team
- Support the external sales force management team and assist Financial Professionals throughout all stages of the sales process
- Drive consistency, accountability, and alignment with sales objectives and organizational priorities
Benefits
- For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Number of Employees
501-1,000 employees
