2027 Summer Intern – Individual Retirement Sales Desk

EQH; Charlotte (NC); Hybrid; USD 25,000 - 36,000; Full time

Job summary

Equitable invites motivated Summer 2027 interns to join the Individual Retirement Sales Desk in Charlotte, NC. The program offers hands-on experience, cross-functional collaboration, and data-driven exposure to retirement solutions and wholesaling concepts.

Interns will work on projects with Internal and External Wholesalers, gain CRM and reporting experience, and develop professional skills in a client-focused setting.

Qualifications

• Currently enrolled in an undergraduate or graduate program (rising junior or senior preferred).
• Interest in financial services, sales, and relationship driven business environments.
• Experience taking initiative and leading through academics, athletics, campus organizations, extracurricular activities, or employment.
• Proficiency in Microsoft Excel, PowerPoint, and Word.

Responsibilities

• Develop an understanding of retirement and annuity products through training and hands on experience.
• Work alongside Internal Wholesalers to learn how retirement solutions are marketed and distributed through relationships with Financial Professionals and industry partners.
• Learn how annuity illustrations and product concepts are used to help Financial Professionals present retirement solutions to clients.
• Utilize CRM systems, reporting tools, and business data to prepare call lists, reports, and other materials that support team initiatives.
• Contribute to projects that support key priorities within the Individual Retirement business.

Skills

Curiosity & Continuous Learning

Communication

Collaboration

Analytical Thinking

Organization & Execution

Adaptability

Education

Currently enrolled in an undergraduate or graduate program

Pursuing a degree in Business, Finance, Marketing, Sales, or related field

Tools

Microsoft Excel

PowerPoint

Word

Job description

2027 Summer Intern -- Individual Retirement Sales Desk (260000G7)

Primary Location

: UNITED STATES-NC-Charlotte

Organization

: Equitable

Schedule

: Full-time

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.

We are seeking motivated and curious Summer 2027 Interns to join our team and contribute to meaningful work that supports key business priorities. Interns will gain hands‑on experience through impactful projects, cross‑functional collaboration, data‑driven analysis, and strategic initiatives that help inform business decisions. This opportunity provides valuable exposure to a dynamic, client‑focused organization and the chance to develop professional skills while making a real impact.

The Individual Retirement Sales Desk supports the distribution of Equitable's retirement and annuity products. The team partners with Internal and External Wholesalers to help Financial Professionals evaluate and position retirement solutions for their clients. As a Summer Intern, you will gain exposure to the financial services industry and the role of wholesaling through meaningful project work and real‑world business experiences.

This position offers a hybrid work schedule, with 3 days in office combining flexibility with team collaboration.

What You'll Be Doing

• Develop an understanding of retirement and annuity products through training and hands on experience.
• Work alongside Internal Wholesalers to learn how retirement solutions are marketed and distributed through relationships with Financial Professionals and industry partners.
• Learn how annuity illustrations and product concepts are used to help Financial Professionals present retirement solutions to clients.
• Utilize CRM systems, reporting tools, and business data to prepare call lists, reports, and other materials that support team initiatives.
• Contribute to projects that support key priorities within the Individual Retirement business.

Internship Details

Dates:Nine-week program starting in early June 2027

Hourly Rate:$22/hour

Location:Charlotte, NC

What You'll Bring

Required

• Currently enrolled in an undergraduate or graduate program (rising junior or senior preferred)
• Interest in financial services, sales, and relationship driven business environments.
• Experience taking initiative and leading through academics, athletics, campus organizations, extracurricular activities, or employment.
• Proficiency in Microsoft Excel, PowerPoint, and Word.

Preferred

• Pursing a degree in Business, Finance, Marketing, Sales, or a related field.

Skills

• Curiosity & Continuous Learning: Demonstrates initiative, asks thoughtful questions, and seeks opportunities to expand knowledge and improve processes.
• Communication: Clearly communicates ideas and findings through written, verbal, and presentation-based formats.
• Collaboration: Works effectively with team members and stakeholders to build strong relationships and achieve shared goals.
• Analytical Thinking: Uses data and information to identify trends, draw conclusions, and support decision‑making.
• Organization & Execution: Manages multiple priorities, meets deadlines, and delivers high quality work with strong attention to detail.
• Adaptability: Learns new concepts quickly and adjusts effectively to changing priorities.

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 [phone] or email us at [e-mail].