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Entry Level Internal Wholesaler- Group Retirement (Strong Base Salary)

Equitable
Charlotte, NC Full Time
POSTED ON 3/4/2025
AVAILABLE BEFORE 6/5/2025

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?

Key Job Responsibilities

  • Primary responsibility is to provide sales support to wholesalers and financial advisors selling Equitable 401(K) products.
  • In partnership with the external wholesaler, the inside wholesaler is responsible for developing and maintaining relationships with selling advisors, as well as identifying and acquiring new business within their territory to meet sales goals.
  • This person will drive new retirement plan assets within a geographic territory by making proactive phone calls to, or taking inbound calls from, financial advisors - to engage financial advisors, share sales ideas, provide product information, gather marketing data and offer sales support.
  • The management of the geographic territory will be done in collaboration with an external wholesaler partner, who has ultimate responsibility for the territory.
  • It is expected this person will develop and maintain relationships with these Advisors to increase sales of Equitable 401(K) products, as well as identify new sales opportunities.

The base salary for this position is $55,000. This role is eligible for variable compensation.

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 :

Qualifications

Salary : $55,000

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