EQH
Charlotte, NC, USA
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 Internal Wholesaler- 401(K) to join our team! This position is a Hybrid work position based out of our Charlotte, NC office. What You’ll Be Doing 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...