Equitable · 19 hours ago
EDL - PSA Sales Desk (Annuity Internal Sales Trainee)
Charlotte, NC
Full-time
Onsite
Entry Level
$50K/yr - $50K/yr
1+ years expEquitable is a diverse organization committed to helping clients secure their financial well-being. They are seeking a Product Sales Associate (PSA) to participate in a training program focused on variable annuity sales, while also providing support to brokers through inbound calls and maintaining sales opportunities.
BankingConsultingFinancial Services
Responsibilities
Provide inbound phone queue coverage, responding to product, sales and marketing questions presented by brokers calling the department’s 800 number
Perform as a relationship builder by utilizing excellent communication and interpersonal skills
Educate and promote the effortlessness of doing business with Equitable Distributors
Exhibit a competitive drive to succeed
Act as a liaison between the home office and Regional Vice Presidents in the field
Maintain an effective sales opportunity pipeline for respective territories
Work closely with Regional Vice President to craft and execute an appropriate business plan to maximize territory revenues
Qualification
Required
Must have Series 6 and 63 licenses or be willing to obtain within 180 days of start date
Must have Resident Life and Variable Insurance Licenses or be willing to obtain within 180 days of start date
Preferred
Experience in the financial or investment management industry is preferred but not required
Ability to work in a challenging and collaborative environment
Ability to pay attention to detail and multi-task
1+ Years of experience in sales/marketing is preferred but not required
High-level of computer proficiency
A coachable demeanor and positive attitude
Demonstrated ability to work autonomously and as part of a cohesive team
Demonstrated success in negotiation, persuasion, and solutions-based selling
Ability to work in a fast-paced environment
Flexibility to handle multiple priorities while maintaining a high degree of professionalism
Benefits
Medical
Dental
Vision
A 401(k) plan
Paid time off
Company
Equitable
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Mark Pearson
CEO and President
Vincent Xuan
Head of Life Insurance & Bermuda CEO | Operating Committee Member
Recent News
MarketScreener
2025-11-04
2025-10-27
2025-10-27
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