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2 jobs found in charlotte

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EQ
Jan 05, 2026
Internal Wholesaler- Mutual Funds
EQH Charlotte, NC, USA
Required Qualifications Bachelors Degree  1+ years of p rior account management experience or sales experience Series 6 or 7 & 63 required (or willing to obtain within 180 days after start date) Preferred Qualifications 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, and financial advisors. Maintains exceptional interpersonal relations, including thorough verbal and written communication 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. Effective Presentations: Knowledge of effective...
EQ
Jan 01, 2026
Sr. Internal Wholesaler- Life Insurance
EQH Charlotte, NC, USA
  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? Key Job Responsibilities Increase life insurance sales and strengthen client relationships through proactive outbound calls in addition to inbound phone activity, emails and webinars.  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. Successful employees are expected to accomplish the following: 20 quality phone conversations daily. (Quality is defined as any conversation advancing...
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