Sr. Internal Wholesaler- Life Insurance (HYBRID)

About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we've honed since 1859.

Equitable is looking for a Sr. Internal Wholesaler to help increase life insurance sales and strengthen client relationships through proactive outbound calls in addition to inbound phone activity, emails and webinars. Sr. Internal Wholesalers partner with a Regional Vice President (External Wholesaler) in the field and are responsible for driving activity and sales as a team. Senior Internal Wholesalers are expected to provide leadership within team through mentorship and support.

What You'll Be Doing

Successful employees are expected to accomplish the following:

• 20 quality phone conversations daily. (Quality is defined as any conversation advancing the sales process that allows the internal to probe, educate, position, and/or present Equitable as the company to sell.)
• 50-60% of your day spent on the phone. This is a proactive sales role where the internal wholesaler is a driver of results in the territory.
• A full understanding of Asset Location vs Allocation and the ability to present the concept and tie into advisor conversations
• Provide an exceptional customer experience with the mindset of going above and beyond with every client interaction we have
• Ownership of a sales pipeline and a full understanding of what's required to move things forward
• Participate and actively engage in all sales desk campaigns and targeted marketing efforts
• Clear and defined expectations/plan surrounding partnership with external counterpart in your territory
• Achieve over 100% of annual sales goal

This position offers a hybrid work schedule, with an on-site presence of 2-3 days per week combining flexibility with team collaboration.

The base salary for this position is $60,000. 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: Equitable Total Rewards Program
What You'll Be Doing

• 2 to 4 years of work experience in Financial Service Industry or related sales experience
• Life & Health license
• FINRA Licensing: SIE, Series 6, Series 63

Preferred Qualifications

• Comfortable being uncomfortable
• High degree of confidence when engaging with customers
• Self-starter who can create opportunities for themselves
• Sales opportunist - Every conversation is an opportunity to either start or advance a sale
• Unusually high customer-centric attitude
• Enthusiasm - can convey passion over the phone
• Coachable
• Ownership - follow through on commitments
• Carries a sense of urgency through all interactions both internal and external
• Persistent
• Organized
• Proactive

Skills

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.

Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.

Lead Generation: Knowledge of principles, approaches and tools used in generating leads; ability to develop, deploy and implement lead generation program.

Selling: Knowledge of diverse sales tools, tactics and techniques and ability to use these to persuade a person to buy a product or service.

#LI-Hybrid

About Equitable

At Equitable, we're a team 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 caree