Job description
Sr. 403(b) Internal Wholesaler
(230000D1)Description
At Equitable, our power is in our people.
We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
- Effectively position Equitable’ s products within the market space served
- Make outbound calls daily, prospect and drive new business. Identify new opportunities within territory
- Proactively prospect, support and partner with the External RVP’s in the territory supported
- Follow up on sales prospects, support external RVP with tier 2 advisors
- Help develop inexperience advisors into tier 1 producers
- Help prospect for new advisors within assigned territory
- Initiate and/or follow up on sales calls, identify new opportunities and answer sales questions.
- Manage call/activity/quality metrics.
- Meet or exceed territory sales goals
- Executing marketing campaigns to drive sales within the territory -3rd party and Equitable advisors
- Identify and promote the sale of retirement products and services; manage or participate in developing strategies.
- Maintain and develop effective working relationships with sales firms and producers in non-established sales regions.
- Travel as necessary, attend territory sales builders, training and other duties as require
The base salary range for this position is $XXX-$XXX. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
Qualifications
Required Qualifications:
- Bachelor’s degree or equivalent
- 3-5 years related sales experience, specifically 401(k), Cash Balance, Defined Benefit, Owner’s plan, 403(b), 457(b), or 5 years or more in a retirement sales capacity (internal wholesaler, hybrid)
- Series 6/7, 63 and Life Variable licenses required
Preferred Qualifications:
- Excellent telephone, written and verbal communication skills
- Experienced at territory management and pipeline, building relationships, find new opportunities with in assigned territories
- Can present technical topics, present new sales ideas and conduct finals presentations
- Additional hours may be necessary during periods of heavy volume, or for time sensitive projects.
- Ability to present complex information in a clear manner, both orally and in writing.
Skills
Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.
Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.
Listening: Knowledge of effective listening issues and techniques; ability to gather, clarify, and apply information transmitted verbally, while exhibiting a genuine interest toward the speaker.
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.
ABOUT EQUITABLE
At Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
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Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.
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