2027 Summer Intern – Individual Retirement Sales Desk

Equitable; Charlotte (NC); Hybrid; USD 2,576,000 - 6,668,000; Full time

Job summary

Equitable is offering a Summer 2027 Internship in Charlotte, NC. The program is nine weeks long, with a hybrid schedule (3 days in office). You will gain hands-on experience with retirement and annuity products, work with Internal Wholesalers, and learn how product concepts and illustrations support client presentations.

Expectations include initiative, teamwork, and proficiency in MS Office. Hourly rate is $22/hour, and the role emphasizes data-driven analysis, collaboration across teams, and

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

Undergraduate or Graduate student

Tools

Microsoft Excel

PowerPoint

Word

Job 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.

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.

What You’ll Be Doing

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

• 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

• 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].

Primary Location

UNITED STATES-NC-Charlotte

Schedule

Full-time