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401(k) Internal Wholesaler North Carolina

Company: Equitable
Location: Charlotte
Posted on: January 16, 2022

Job Description:

Thank you for your interest in a position with us. At Equitable, we're individuals from different cultures and backgrounds with a variety of skills and interests. Our differences make us stronger as a team. That's the power of our Equitable community! We embrace the diversity of our teams by continuously investing in them while working to be a force for good in the local community. Apply and start your journey today! 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 401k 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. Minimum Qualifications: --- Series 6/7 licenses required. --- Minimum 3 years experience working with Retirement Plans, preferably 401(k). --- A key requirement of this position is to have a core knowledge of the 401(k) markets, understanding product structures, selling strategies and a working knowledge of 401(k) rules and regulations. Training is provided to develop and enhance industry and product knowledge to effectively communicate and build credibility with financial advisors. Preferred Qualifications: --- Series 63 and Life licenses preferred and/or must be obtained --- The person filling this job should have strong ability to multi-task in a fast-paced environment. --- 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. --- Have a working knowledge with the pension provisions of the Internal Revenue Code and ERISA. --- Ability to present the features of the various Equitable pension products. --- Assist external wholesalers daily with prospecting activities --- Educate Financial Advisor on all aspects of product/market environment --- Be aware of the world of investments and of 401(k) competitors' offerings. --- Coordinate & participate in pre-sale discussions regarding plan design/product sale/implementation --- Strong computer skills, including Microsoft Excel and Word. About Equitable We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy. As an employer, Equitable is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. Equitable has been recognized and certified as a great place to work by the Great Place to Work Institute. We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave Equitable. Almost 40% of our open jobs are filled with current employees. In addition to competitive compensation and an outstanding benefits package including 401(k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment. 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) 314-6368 or email us at #LI-EQH1

Keywords: Equitable, Charlotte , 401(k) Internal Wholesaler North Carolina, Other , Charlotte, North Carolina

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