Equitable is a company dedicated to helping clients secure their financial well-being since 1859. They are seeking a dynamic Internal Wholesaler for 401(K) products who will provide sales support to wholesalers and financial advisors, develop relationships, and drive new retirement plan assets.
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
- 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
Skills
- Bachelor's degree or equivalent experience
- Series 6 or Series 7 licenses required or willing to obtain within 180 days of start date
- Minimum 1 years experience working with Retirement Plans, preferably 401(k)
- Ability to present the features of the various Equitable pension products
- Strong computer skills, including Microsoft Excel and Word
- Experience in the financial or investment management industry
- Series 63 and Life licenses preferred and/or must be obtained within 180 days of start date
Benefits
- Medical
- Dental
- Vision
- A 401(k) plan
- Paid time off
Company Overview
- Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families. It was founded in 1859, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is https://equitable.com/.