Life Sales Desk Manager

EQH•Charlotte, NC

10d•$100,000•Hybrid

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

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
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.

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