Equitable
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
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...