Internal Wholesaler jobs in North Carolina

Description

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?

Increase life insurance sales and strengthen client relationships through outbound and inbound phone activity, emails and webinars within a designated territory.

Internal wholesalers partner with an external wholesaler in the field and are responsible for driving activity and sales as a team.

Successful Internal Wholesalers are expected to accomplish the following :

Five quality phone conversations daily

o Quality is defined as any conversation advancing the sales process that allows the internal to probe, educate, position, and / or present EQH as the company to sell.

• Provide exceptional customer service with the mindset of going above and beyond for every client interaction
• Participate and actively engage in all sales desk campaigns and targeted marketing efforts
• Two hour turnaround time on all illustration requests
• A unique and customized write-up included with every illustration request response that highlights EQH strengths and differentiators
• Over three hours of total talk time daily
• Clear and defined expectations / plan surrounding partnership with external counterpart in your territory
• Achieve over 100% of annual territory sales goal

The base salary for this position is $55,000. 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 :

Qualifications

Required Qualifications :

• Bachelor’s degree or equivalent
• Over two years of work experience in Financial Service Industry or related sales / customer service role
• Life & Health, Series 6, and Series 63 licenses will all be required within the first 180 days of employment

Preferred Qualifications :

• Excellent telephone, written and verbal communication skills
• Can present technical topics, present new sales ideas and conduct finals presentations
• Experience in the financial or investment management industry is preferred but not required

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.

Diversity, Equity and Inclusion : Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.

LI-EQH1

ABOUT EQUITABLE

At Equitable, we’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. 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.

Last updated : 2024-04-01