Investment Product Sales Specialist (Remote Possible)

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?

Job Description:
Primary responsibilities of the Investment Product Sales Specialist (Hybrid Wholesaler) are to provide investment-related reviews and sales ideas, positioning of investment strategies and thematic investment content exclusively to Equitable Advisors field force. This role will be required to provide sales support in the form of branch visits and presentations, outbound calls within an assigned territory of Financial Professionals and answering incoming inquiries via the Sales Desk main line. Specialists are responsible to cultivate productive working relationships as a dedicated headquarters resource for Financial Professionals in their territory.

The products supported include mutual funds, equities, fixed income, third party managed accounts, alternative investments, brokerage accounts and advisory accounts. Support will also include training, product knowledge, and investment research, developing historical illustrations, sales ideas and assisting FPs with sale situations.

The Investment Product Sales Specialist will become an influential part of the Broker Dealer Sales, responsible for supporting sales throughout Equitable’s retail distribution system. This is truly a team environment for people that are able to see the long-term rewards of a growing company.

The base salary range for this position is $66,000 - $75,000 and it is eligible for variable compensation. 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.

Equitable Pay and Benefits: Equitable Total Rewards Program

Minimum Qualifications:

• Bachelor’s degree
• 4+ years investment industry experience
• FINRA Licenses Series 7, 63, 65 (or 66) required
• Demonstrated sales, customer service and presentation skills in large and small group settings
• Managed account, mutual fund, or brokerage experience

Preferred Qualifications:

• Experience working with investment products, Financial Professionals, or end-clients, wrap or investment advisory programs
• Problem resolution skills required and must be motivated, sales-oriented, and persistent
• Proven writing and verbal communications skills
• Established experience working with Word, Excel, PowerPoint
• Morningstar Advisor Workstation experience strongly preferred
• Progress towards or desire to pursue advanced industry designations

Skills required to ensure success include:

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.

Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.

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.

Lead Generation: Knowledge of principles, approaches and tools used in generating leads; ability to develop, deploy and implement lead generation program.

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.

Negotiating: Knowledge of successful negotiation concepts and techniques; ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative manner.

Selling: Knowledge of diverse sales tools, tactics and techniques and ability to use these to persuade a person to buy a product or service.

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.

Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.

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.

**********

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.