Entry Level Mutual Fund Internal Wholesaler (Strong Compensation Package)
Entry Level Mutual Fund Internal Wholesaler (Strong Compensation Package)
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Job Description
Required Qualifications
Bachelors Degree - 1 years of prior 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 selfmotivated 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 techniques; ability to present information to groups with the appropriate degree of formality.
Knowledge of Sales Channels:Knowledge of meanings and features of sales channels; ability to coordinate multiple and diverse options for selling an organizations products and services.
Managing Multiple Priorities:Knowledge of effective selfmanagement practices; ability to manage multiple concurrent objectives projects groups or activities making effective judgments as to prioritizing and time allocation.
Strategic Sales Planning:Knowledge of sales principles processes techniques and tools; ability to develop sales plans that are futureoriented support business strategy and reflect understanding of emerging as well as existing opportunities and markets.
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ABOUT EQUITABLE
At Equitable were a team of over ten thousand strong; committed to helping our clients secure their financial wellbeing so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking working and leading differently where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth internal mobility comprehensive compensation and benefits to support overall wellbeing flexibility and a culture of collaboration and teamwork.
We are looking for talented dedicated purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
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Equitable is committed to providing equal employment opportunities to our employees applicants and candidates based on individual qualifications without regard to race color religion gender gender identity and expression age national origin mental or physical disabilities sexual orientation veteran status genetic information or any other class protected by federal state and local laws.
NOTE: Equitable participates in the EVerify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position please contact Human Resources at (212)or email us at.
At Equitable our power is in our people.
Were individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here youll 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
This roleis dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to professional financial intermediaries such as brokerdealers banks independent financial planners and Equitable Advisors the companys retail distribution organization. The sales team is responsible for cultivating new relationships with firms and financial advisors while maintaining our relationships with existing partners.
Key Job Responsibilities
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; providing wholesaler communication and training; and completing sales analysis
Works closely with sales staff on increasing sales in the assigned region and in developing and maintaining assigned intermediary relationships Identifies client needs & coordinates efforts to service assigned intermediaries Leverages strategic relationships with investment providers advisors and clients; helps articulate key messages regarding the investment portfolio major market events and changing areas of investment opportunity
The base salary for this position is $50000. This role is eligible for variable compensation.
For eligible employees Equitable provides a full range of benefits. This includes medical dental vision a 401(k) plan and paid time off. For detailed descriptions of these benefits please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
Required Experience:
Junior IC
Employment Type
Full-Time
