Sales Associate, Annuity Sales Desk (HYBRID)

Equitable•Charlotte, NC

7d•Hybrid

About The Position

At Equitable, the Sales Associate joins the Annuity Sales Desk as an entry point into an internal wholesaling career. The role starts with a Sales Launch Training Program covering annuity fundamentals, variable annuities, product positioning, sales strategies, objection handling, and sales techniques. The posting refers to the program as both six weeks and 12 weeks. Associates receive dedicated study time, training support, and exam preparation as they work toward required securities and insurance licenses. Once licensed, they support financial professionals by answering product and sales questions, providing information and marketing materials, and helping advisors do business with Equitable. The role also involves partnering with Regional Vice Presidents, managing a sales pipeline, and helping develop territory business plans. The position has a hybrid schedule with an on-site presence three days per week. The role offers a base salary of $50,000 and is eligible for variable compensation. Eligible employees receive benefits including medical, dental, vision, a 401(k) plan, and paid time off. The position offers a potential path to promotion into a Regional Sales Associate role.

Requirements

Must hold Series 6 and Series 63 licenses or be willing to obtain them within 180 days of the start date.
Must hold Resident Life and Variable Insurance Licenses or be willing to obtain them within 180 days of the start date.
Ability to work in a challenging and collaborative environment.
Ability to pay attention to detail and multitask.
High-level computer proficiency.
A coachable demeanor and positive attitude.
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.
Knowledge of effective presentation tools and techniques, and ability to present information appropriately to groups.
Knowledge of product-line methodologies, tools, and techniques, and ability to develop product-line processes and strategies.
Knowledge of effective listening techniques and ability to gather, clarify, and apply information communicated verbally.
Knowledge of effective self-management practices and ability to prioritize concurrent objectives, projects, groups, or activities.

Nice To Haves

Experience in the financial or investment management industry.
At least one year of sales or marketing experience.

Responsibilities

Participate in the Sales Launch Training Program and learn variable annuities, sales strategies, objection handling, and product positioning.
Prepare for and obtain Series 6 and Series 63 licenses, using dedicated study time, training support, and exam preparation resources.
Provide inbound sales desk support to financial professionals by answering questions about products, sales concepts, marketing materials, and positioning strategies.
Educate advisors on doing business with Equitable and deliver a best-in-class service experience.
Act as a liaison between the home office and Regional Vice Presidents to coordinate strategy, share insights, and strengthen relationships.
Manage a sales pipeline, identify opportunities within assigned territories, and track progress to maximize revenue potential.
Collaborate with Regional Vice Presidents to develop tailored business plans that support territory growth and sales results.
Show drive, energy, and enthusiasm while learning and developing toward internal wholesaling and other career opportunities.