- 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 marketing data and offer sales support. The management of the geographic territory will be done in collaboration with an external wholesaler partner, who has ultimate responsibility for the territory.
- It is expected this person will develop and maintain relationships with these Advisors to increase sales of Equitable 401(K) products, as well as identify new sales opportunities.
-
Intern - Wholesale Finance
1 month ago
Only for registered members CharlotteOurs 10-week internship offers a comprehensive and immersive experience for students interested in gaining practical knowledge and skills in the banking industry. · You will have the opportunity to complete projects that will help you understand the day-to-day operations of a ban ...
-
Intern - Wholesale Finance
1 month ago
Only for registered members CharlotteOur 10-week internship offers a comprehensive and immersive experience for students interested in gaining practical knowledge and skills in the banking industry. · ...
-
Intern - Wholesale Finance
23 hours ago
Only for registered members Charlotte, North Carolina, , United StatesA comprehensive and immersive experience for students interested in gaining practical knowledge and skills in the banking industry. · ...
-
Intern - Wholesale Finance
1 month ago
Only for registered members Charlotte, NCOur 10-week internship offers a comprehensive and immersive experience for students interested in gaining practical knowledge and skills in the banking industry. · ...
-
Internal Wholesaler- Mutual Funds
4 weeks ago
Only for registered members CharlotteWe're a team of over ten thousand strong; 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. · ...
-
Internal Wholesaler- Mutual Funds
2 weeks ago
Only for registered members CharlotteAt 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 retail mutual fund products issued by Equitable to professional financial intermediarie ...
-
Internal Wholesaler- Mutual Funds
2 weeks ago
Only for registered members Charlotte Full timeThis 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. · Initiates and/or follows up on sales calls; pro ...
-
Internal Wholesaler- Mutual Funds
23 hours ago
Only for registered members UNITED STATES - NC - CharlotteThis 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 sales team is responsible for cultivating new ...
-
Internal Wholesaler- Mutual Funds
4 weeks ago
Only for registered members Charlotte, NCWe're a team of over ten thousand strong; 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. · Bach ...
-
Sr. Internal Wholesaler- Life Insurance
1 month ago
Only for registered members Charlotte Full timeWe're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. · Increase life insurance ...
-
Sr. Internal Wholesaler- Life Insurance
1 month ago
Only for registered members CharlotteWe're individuals from different cultures and backgrounds who make Equitable stronger as a team and a force for good in our communities. · Increase life insurance sales and strengthen client relationships through proactive outbound calls in addition to inbound phone activity. · P ...
-
Sr. Internal Wholesaler- Life Insurance
2 days ago
Only for registered members UNITED STATES - NC - CharlotteAt Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives. · Drive activity and sales as a team in life insurance sales. · ...
-
Intern - Risk Management & Insurance (Wholesale)
1 month ago
Only for registered members CharlotteThis is a special opportunity to learn more about the whole insurance industry from both our contract binding and national brokerage teams. · Risk Management Majors · Ambition to succeed in this highly competitive industryAcademic Excellence – need at least a 3.0 or higherMajors ...
-
Sr. Internal Wholesaler- Mutual Funds
3 weeks ago
Only for registered members Charlotte Full timeThis 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. · ...
-
Sr. Internal Wholesaler- Mutual Funds
3 weeks ago
Only for registered members CharlotteThis 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. · ...
-
Intern - Risk Management & Insurance (Wholesale)
1 month ago
Only for registered members Charlotte, NC+Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. · +Marketing Research · Assisting & shadowing our production brokers, underwriters, and account executives · ...
-
Sr. Internal Wholesaler- 401(K) (HYBRID)
5 days ago
Only for registered members CharlotteLensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. · At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- · ...
-
Sr. Internal Wholesaler- 401(K) (HYBRID)
1 week ago
Only for registered members Charlotte Full timeWe are looking for a dynamic Sr. Internal Wholesaler- 401(K) to join our team in Charlotte, NC office. · ...
-
Sr. Internal Wholesaler- 401(K) (HYBRID)
1 week ago
Only for registered members CharlotteAt Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives. · We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader.What You'll Be Doing · Primary responsibility is to pro ...
- Only for registered members Charlotte Full time
Our Internal Wholesaler position will play a critical role in Talcott's growing retail distribution business by supporting our IMO (Independent Marketing Organization) relationships and driving annuity sales through outbound engagement with agents and marketers. · ...
- Only for registered members Charlotte, NC
We are seeking an Internal Wholesaler to support our growing retail distribution business by developing and nurturing advisor relationships and driving annuity sales through outbound engagement with agents and marketers. · ...
Sr. Internal Wholesaler- 401(K) (HYBRID) - Charlotte - Equitable Holdings
Description
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 Sr. 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
This position offers a hybrid work schedule, with an on–site presence of 2–3 days per week combining flexibility with team collaboration.
The base salary for this position is $65,000. 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
-
Intern - Wholesale Finance
Only for registered members Charlotte
-
Intern - Wholesale Finance
Only for registered members Charlotte
-
Intern - Wholesale Finance
Only for registered members Charlotte, North Carolina, , United States
-
Intern - Wholesale Finance
Only for registered members Charlotte, NC
-
Internal Wholesaler- Mutual Funds
Only for registered members Charlotte
-
Internal Wholesaler- Mutual Funds
Only for registered members Charlotte
-
Internal Wholesaler- Mutual Funds
Full time Only for registered members Charlotte
-
Internal Wholesaler- Mutual Funds
Only for registered members UNITED STATES - NC - Charlotte
-
Internal Wholesaler- Mutual Funds
Only for registered members Charlotte, NC
-
Sr. Internal Wholesaler- Life Insurance
Full time Only for registered members Charlotte
-
Sr. Internal Wholesaler- Life Insurance
Only for registered members Charlotte
-
Sr. Internal Wholesaler- Life Insurance
Only for registered members UNITED STATES - NC - Charlotte
-
Intern - Risk Management & Insurance (Wholesale)
Only for registered members Charlotte
-
Sr. Internal Wholesaler- Mutual Funds
Full time Only for registered members Charlotte
-
Sr. Internal Wholesaler- Mutual Funds
Only for registered members Charlotte
-
Intern - Risk Management & Insurance (Wholesale)
Only for registered members Charlotte, NC
-
Sr. Internal Wholesaler- 401(K) (HYBRID)
Only for registered members Charlotte
-
Sr. Internal Wholesaler- 401(K) (HYBRID)
Full time Only for registered members Charlotte
-
Sr. Internal Wholesaler- 401(K) (HYBRID)
Only for registered members Charlotte
-
Internal Sales Wholesaler, Retail Annuity Distribution
Full time Only for registered members Charlotte
-
Internal Sales Wholesaler, Retail Annuity Distribution
Only for registered members Charlotte, NC