4 jobs found in north carolina

What You Will Bring 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 presentation tools and...

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;...

What You Will Bring •  Series 6 or Series 7 licenses required.   •  Series 63 and Life licenses preferred and/or must be obtained. •  Minimum 2 years experience working with Retirement Plans, preferably 401(k). •  Additional hours may be necessary during periods of heavy volume, or for time sensitive projects. •  Have a working knowledge with the pension provisions of the Internal Revenue Code and ERISA. •  Ability to present the features of the various Equitable pension products. •  Assist external wholesalers daily with prospecting activities •  Educate Financial Advisor on all aspects of product/market environment •  Be aware of the world of investments and of 401(k) competitors’ offerings. •  Coordinate & participate in pre-sale discussions regarding plan design/product sale/implementation •  Strong computer skills, including Microsoft Excel and Word. Preferred Qualifications •  Experience in the financial or...

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...