Sr. Internal Wholesaler- Annuities (HYBRID)

Equitable•Charlotte, NC

4d•Hybrid

About The Position

Equitable is looking for a dynamic Sr. Internal Wholesaler- Annuities to join our team! This position is a Hybrid work position based out of our Charlotte, NC office. The role involves increasing Annuity Product sales and strengthening client relationships through outbound and inbound phone activity, emails and webinars within a designated territory. Internal Wholesalers partner with an external wholesaler in the field and are responsible for driving activity and sales as a team. Sr. Internal Wholesalers are expected to provide leadership within team through mentorship and support. This position offers a hybrid work schedule, with an on–site presence of 2–3 days per week combining flexibility with team collaboration. The base salary for this position is $60,000. This role is eligible for variable compensation.

Requirements

2+ years of work experience in Financial Service Industry or related sales experience
Life & Health license
Series 6 & 63
Unusually high customer-centric attitude
Enthusiasm – can convey passion over the phone
Coachable
Sales opportunist
Ownership - follow through on commitments
Carries a sense of urgency through all interactions both internal and external
Persistent
Organized
Proactive
Ability to communicates confidently
Knack at building relationships
Client Relationship Management: Knowledge of client relationship; ability to address issues critical issues to meet client needs and maintain engaged, partnering relationship with business partners and clients.
Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.
Lead Generation: Knowledge of principles, approaches and tools used in generating leads; ability to develop, deploy and implement lead generation program.
Selling: Knowledge of diverse sales tools, tactics and techniques and ability to use these to persuade a person to buy a product or service.

Responsibilities

Increase Annuity Product sales and strengthen client relationships through outbound and inbound phone activity, emails and webinars within a designated territory.
Partner with an external wholesaler in the field and drive activity and sales as a team.
Provide leadership within the team through mentorship and support.
Conduct five quality phone conversations daily, where quality is defined as any conversation advancing the sales process that allows the internal to probe, educate, position, and/or present Equitable as the company to sell.
Have a full understanding of 10 sales ideas/concepts and the ability to pivot and present any of them to a customer instantly.
Provide exceptional customer service with the mindset of going above and beyond for every client interaction.
Participate and actively engage in all sales desk campaigns and targeted marketing efforts.
Take ownership of one ongoing team project/initiative that benefits the larger group (e.g. Presentation class, group webinar leader, weekly meeting champion, etc.).
Successfully mentor and guide other team members.
Complete all illustration requests within a two-hour turnaround time.
Include a unique and customized write-up with every illustration request response that highlights Equitable's strengths and differentiators.
Achieve over three hours of total talk time daily.
Establish clear and defined expectations/plan surrounding partnership with external counterpart in your territory.
Achieve over 100% of annual territory sales goal.