Sales Desk Manager- Funds Team (Strong Compensation Package)

AXA Equitable Holdings,Inc,•Charlotte, NC

61d•$70,000 - $90,000

About The Position

Equitable is looking for a 1290 Funds Sales Desk National Manager to join our team in Charlotte, NC. In this role you will manage the daily activity and operation of internal wholesalers who provide sales support to Equitable Advisors, 3rd Party Advisors, consultants & Equitable wholesalers selling 1290 Funds retail mutual funds. This team may also initiate direct proactive contact with plan level prospects in efforts to promote sales. This position is responsible for supervising all sales activities of internal wholesalers, including call monitoring, phone logs, sales presentations and general business activities designed to promote and sell 1290 Funds mutual fund strategies. This person will also be responsible for coordinating training programs and providing ongoing coaching for the internal wholesalers as it relates to Equitable Investment Management's products and services, competitor knowledge, portfolio assessment, presentation skills training and territory management. Since this individual should also possess knowledge of investment products and strategies, the mutual fund industry, and advisory platform marketplace, conference calls with Financial Professionals, external wholesalers, and key partners may be necessary.

Requirements

4 years hands on experience with investment products and platforms
Bachelor's degree
Series 6/7, 63 and 24/26 (or willing to obtain Series 24 or 26 within first 6 months)
People Management experience
Internal or external sales related experience
Working knowledge of retail investment advice market, investment product and services.
Proven track record of motivating, coaching, relationship management, customer service and sales.
Ability to perform well in an agile environment, pivoting & effectively driving shifts in strategy to dominate new challenges or changes in competitive environment or market.
Working proficiency of Microsoft Office programs (Word, Excel, Outlook, etc.)
Skilled at building relationships vertically and horizontally within the organization, as well as with brokers/advisors selling in this market
Ability to understand pricing structures of advisory programs and fund costs, and be able to communicate in clear and concise manner
Solid verbal and written communication skills

Nice To Haves

Salesforce or similar CRM experience

Responsibilities

Lead team of 4 licensed Internal Wholesalers
Manage all internal wholesaler daily activity and interaction with Equitable Advisors, outside brokers, wholesalers & potential prospects
Develop, implement and maintain regular coaching and training activities for internal wholesalers
As supervising Principal, monitor activities and licensing requirements to ensure team is compliant
Actively participate in coordinating offers and presentations to high profile or high asset prospects
Develop and maintain metrics for activity tracking and campaigns, such as inbound/outbound calls, quality adivisor engagement and pipeline follow-up - to ensure consistent, regular and meaningful contact is maintained with Financial Professionals and 3rd Party Advisors
Coordinate useful feedback from field on market trends, competitive landscape & present to appropriate business area leadership on regular basis.
Manage tight control of prospect pipeline, ensuring current statuses are regularly updated and proper resources are applied for elite advisor prospects.
Initiate and provide individual feedback, career development, performance evaluation, motivation and discipline
Report to Senior Leadership on team's performance and provide insight and solutions to business needs.
Partner with other business teams to help drive sales initiatives, firm strategies and goals.