PEP Internal Wholesaler

At Equitable, our power is in our people.

We'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. Are you ready to join an organization that will help unlock your potential?

The primary responsibilities of the PEP Internal Wholesaler are to develop, prospect and create business opportunities for Equitable Group Retirement.This role will require sales support in the form of sales ideas, business development branch visits and presentations, outbound calls within an assigned territory of Financial Advisors (3^rd party), Consultants, Professional Employer Organizations, Associations, and Equitable Advisors.Internal Wholesalers will prospect and support the Institutional Wholesaler and other External Wholesalers in proactive sales opportunities. 

Key Job Responsibilities

• Effectively position Equitable’s PEP product (Equitable Retirement Access) in the small to mid-sized business space
• Provide sales support to Institutional Wholesaler and financial advisors selling Equitable’s PEP product.
• Drive new retirement plan assets within a geographic territory by making proactive phone calls to, or taking inbound calls from, financial advisors.
• Proactively prospect, support, and partner with the External RVP's in the territory supported
• Initiate and/or follow up on sales calls, identify new opportunities and answer sales questions.
• Manage call/activity/quality metrics.
• Meet or exceed assigned sales goals
• Executing marketing campaigns to drive sales within the territory - Equitable Advisors, 3^rd party firms and PEO's.
• Identify and promote the sale of retirement products and services; manage or participate in developing strategies.
• Maintain and develop effective working relationships with sales firms and producers in non-established sales regions.
• Travel as necessary, attend sales training works shops and other duties as required

The base salary for this position is $60,000. 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

At Equitable, our power is in our people.

We'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. Are you ready to join an organization that will help unlock your potential?

The primary responsibilities of the PEP Internal Wholesaler are to develop, prospect and create business opportunities for Equitable Group Retirement.This role will require sales support in the form of sales ideas, business development branch visits and presentations, outbound calls within an assigned territory of Financial Advisors (3^rd party), Consultants, Professional Employer Organizations, Associations, and Equitable Advisors.Internal Wholesalers will prospect and support the Institutional Wholesaler and other External Wholesalers in proactive sales opportunities. 

Key Job Responsibilities

• Effectively position Equitable’s PEP product (Equitable Retirement Access) in the small to mid-sized business space
• Provide sales support to Institutional Wholesaler and financial advisors selling Equitable’s PEP product.
• Drive new retirement plan assets within a geographic territory by making proactive phone calls to, or taking inbound calls from, financial advisors.
• Proactively prospect, support, and partner with the External RVP's in the territory supported
• Initiate and/or follow up on sales calls, identify new opportunities and answer sales questions.
• Manage call/activity/quality metrics.
• Meet or exceed assigned sales goals
• Executing marketing campaigns to drive sales within the territory - Equitable Advisors, 3^rd party firms and PEO's.
• Identify and promote the sale of retirement products and services; manage or participate in developing strategies.
• Maintain and develop effective working relationships with sales firms and producers in non-established sales regions.
• Travel as necessary, attend sales training works shops and other duties as required

The base salary for this position is $60,000. 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

Required Qualifications

• Series 6/7, 63 and Life Variable licenses or obtain within 180 days.
• 3-5 years related sales experience, specifically PEPs and 401(k), or 5 years or more in a retirement sales capacity (internal wholesaler, hybrid)
• Excellent telephone, written and verbal communication skills
• Experienced at territory management and pipeline, building relationships, find new opportunities with in assigned territories
• Can present technical topics, present new sales ideas, and conduct finals presentations
• Ability to manage multiple assignments
• Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
• Thoughtful process of analyzing data and problem-solving data to reach a well-reasoned solution.
• Partnering effectively to drive our culture and execute on our common goals.
• Appreciation and understanding of the financial services industry in order to make sound business decisions.
• Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Preferred Qualifications

• Additional hours may be necessary during periods of heavy volume, or for time sensitive projects.
• Ability to present complex information in a clear manner, both orally and in writing.
• 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.
• Educate Financial Advisor on all aspects of product/market environment
• Be aware of the world of investments and competitors’ offerings.
• Coordinate & participate in pre-sale discussions regarding plan design/product sale/implementation
• Strong computer skills, including Microsoft Excel and Word.

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.

ABOUT EQUITABLE

At Equitable, we’re a 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 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 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 purpose.

**********

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 E-Verify 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) 314-2211 or email us at [email protected].

Required Qualifications

• Series 6/7, 63 and Life Variable licenses or obtain within 180 days.
• 3-5 years related sales experience, specifically PEPs and 401(k), or 5 years or more in a retirement sales capacity (internal wholesaler, hybrid)
• Excellent telephone, written and verbal communication skills
• Experienced at territory management and pipeline, building relationships, find new opportunities with in assigned territories
• Can present technical topics, present new sales ideas, and conduct finals presentations
• Ability to manage multiple assignments
• Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
• Thoughtful process of analyzing data and problem-solving data to reach a well-reasoned solution.
• Partnering effectively to drive our culture and execute on our common goals.
• Appreciation and understanding of the financial services industry in order to make sound business decisions.
• Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Preferred Qualifications

• Additional hours may be necessary during periods of heavy volume, or for time sensitive projects.
• Ability to present complex information in a clear manner, both orally and in writing.
• 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.
• Educate Financial Advisor on all aspects of product/market environment
• Be aware of the world of investments and competitors’ offerings.
• Coordinate & participate in pre-sale discussions regarding plan design/product sale/implementation
• Strong computer skills, including Microsoft Excel and Word.

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.

ABOUT EQUITABLE

At Equitable, we’re a 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 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 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 purpose.

**********

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 E-Verify 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) 314-2211 or email us at [email protected].