EDL PSA Sales Desk (Annuity Internal Sales Trainee) (HYBRID)

EQH

Not Interested
Bookmark
Report This Job

profile Job Location:

Charlotte, VT - USA

profile Monthly Salary: Not Disclosed
Posted on: Yesterday
Vacancies: 1 Vacancy

Job Summary

What You Will Bring

Must have Series 6 and 63 licenses or be willing to obtain within 180 days of start date
Must have Resident Life and Variable Insurance Licenses or be willing to obtain within 180 days of start date

Preferred Qualifications

Experience in the financial or investment management industry is preferred but not required
Ability to work in a challenging and collaborative environment
Ability to pay attention to detail and multi-task
1 Years of experience in sales/marketing is preferred but not required
High-level of computer proficiency
A coachable demeanor and positive attitude
Demonstrated ability to work autonomously and as part of a cohesive team
Demonstrated success in negotiation persuasion and solutions-based selling
Ability to work in a fast-paced environment
Flexibility to handle multiple priorities while maintaining a high degree of professionals

Skills

Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.

Knowledge of Product Line: Knowledge of methodologies tools and techniques for specific products; ability to develop product line processes and strategies.

Listening: Knowledge of effective listening issues and techniques; ability to gather clarify and apply information transmitted verbally while exhibiting a genuine interest toward the speaker.

Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives projects groups or activities making effective judgments as to prioritizing and time allocation.

#LI-EQH1

About Equitable

At Equitablewerea team committed to helping our clients secure their financial well-being 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 toleveragetheir 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 well-being 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 Careers at Equitableto learn more.

**********

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: Equitableparticipatesin the E-Verify program.

If reasonable accommodation is needed toparticipatein the job application or interview process or to perform the essential job functions of this position please contact Human Resources at or email us at
.

About the Role

At Equitable we help clients secure their financial well-being so they can pursue long and fulfilling lives- a missionwevehoned since 1859.

Equitable is looking for a dynamicProduct Sales Associate (PSA) to join our team!This position is a Hybrid work position based out of our Charlotte NC office.

What Youll Be Doing

The Product Sales Associate (PSA) role is an introductory position into the fast-paced and challenging financial wholesale career path specifically focused on variable annuity sales. PSA candidates are enrolled into a 6 week training program where they learn the fundamentals of variable annuities product positioning and advanced sales techniques. Concurrent with product training PSA candidates are required to pass the Series 6 and Series 63 examinations. Once properly licensed PSAs will provide inbound phone queue coverage responding to product sales and marketing questions presented by brokers calling the departments 800 number. Upon the availability of a geographically-focused territory eligible PSAs will transition into a Regional Sales Associate (RSA) position. Perform as a relationship builder by utilizing excellent communication and interpersonal skills; Educate and promote the effortlessness of doing business with Equitable Distributors; Exhibit a competitive drive to succeed; Act as a liaison between the home office and Regional Vice Presidents in the field; Maintain an effective sales opportunity pipeline for respective territories; Work closely with Regional Vice President to craft and execute an appropriate business plan to maximize territory revenues.

This position offers a hybrid work schedule with an onsite presence of 23 days per week combining flexibility with team collaboration.

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

What You Will Bring Must have Series 6 and 63 licenses or be willing to obtain within 180 days of start date Must have Resident Life and Variable Insurance Licenses or be willing to obtain within 180 days of start datePreferred Qualifications Experience in the financial or investment management indu...
View more view more

Key Skills

  • Anti Money Laundering
  • Data Mining
  • Airport
  • Brand Development
  • Jni
  • Airlines

About Company

Company Logo

A financial services company with a legacy of helping people look forward with courage, strength, and wisdom.

View Profile View Profile