EQH

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.   This role is dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to professional financial intermediaries such as broker-dealers, banks, independent financial planners, and Equitable Advisors, the company's retail distribution organization. The sales team is responsible for cultivating new relationships with firms and financial advisors, while maintaining our relationships with existing partners.   What You’ll Be Doing 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;...

  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 dynamic and experienced External Wholesaler to join our Individual Retirement team supporting Annuities.   This role will support the growing market of Northern Los Angeles, CA and have up to 95% travel within the territory to support business needs.      What You'll Be Doing   Responsibilities   ·         Develop and manage consultative relationships with existing Third Party advisors. ·         Assess and identify the needs of advisor clients in order to promote new products. ·         Develop new producers while retaining existing producers to grow market share in excess of 15%. ·         Educate and train advisors on Annuity products. ·         Champion for headquarters marketing campaigns at local client...

  What You Will Bring     ·         FINRA Series 6 or 7 and Series 63 registrations ·         Resident State Life, Health and Variable Annuities Insurance license ·         Thorough knowledge of Variable Annuities and Mutual Funds ·         2+ years direct sales or wholesaling experience     Preferred   ·         Experience selling annuities in Eastern Tennessee, North Carolina and South Carolina markets ·         Bachelor's degree ·         CLU, ChFC and/or CFP ·         Exceptional communication/interpersonal skills ·         Highly Organized ·         Technically savvy with computer and MS Office products     Skills     Influencing:  Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization. Negotiating:  Knowledge of successful negotiation concepts and techniques; ability to negotiate...

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...

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 motivated and passionate Regional Vice President (External Wholesaler) to join our Life Insurance team (Open to Territory & Location).  This position will be focused on asset location and positioning Life Insurance as the tax- free bucket, 7702.   This position will be focused on the Independent Financial Planner Market.        What You’ll Be Doing The RVP is directly responsible for developing and maintaining consultative relationships with Independent, Bank, POS BGA, and P&C advisors The RVP role is the Key Driver of revenue in their territory, including accountability for achieving and exceeding territory sales targets and territory management (APE) Develop new producers while retaining existing producers to grow market share Educate and train...