Other Locations : UNITED STATES-IL-Chicago, UNITED STATES-NY-New York, UNITED STATES-TX-Dallas, UNITED STATES-TX-Austin, UNITED STATES, UNITED STATES-CA-Los Angeles
Organization : Equitable
Schedule : Full-time
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?
The Sales Career Model is dedicated to the distribution of the innovative line of life insurance and variable annuity products issued by Equitable to professional financial intermediaries such as broker general agents (BGAs), broker-dealers, banks, independent financial planners, as well as Equitable Advisors, the company's retail distribution organization. The sales team is responsible for cultivating new relationships for firms and FAs, while maintaining our relationships with existing partners. EDL includes the following business lines: Individual Retirement Protection Solutions Group Retirement.
Responsibilities of theInternal Sales Investment SpecialistInclude:
Initiates and/or follows up on sales calls; provides intermediaries with sales ideas; answers product questions; prepares proposal materials; runs illustrations; identifies new sales opportunities; and launches new products.
Client support activities may include: handling meeting coverage requirements; preparing for due diligence meetings; providing wholesaler communication and training; and completing sales analysis
Works closely with sales staff on increasing sales in the assigned region and in developing and maintaining assigned intermediary relationships
Identifies client needs & coordinates efforts to service assigned intermediaries
Leverages strategic relationships with investment providers, advisors and clients; helps articulate key messages regarding the investment portfolio, major market events, and changing areas of investment opportunity
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 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.
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.
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.
2+ years of capital markets experience
Series 6 or 7 and Series 63 required
Prior account management experience
Extensive knowledge of the investment industry and ability to recognize business opportunities within and outside the industry
A self-motivated, positive team player, with outstanding internal and external communication capabilities
Understands the unique needs of proprietary sales force, outside broker dealers, Bank Advisors, and wire house advisors
Maintains exceptional interpersonal relations, including thorough verbal and written communication
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 .