Hybrid Annuity Sales Desk Associate – Launch Program

Equitable Advisors; Charlotte (NC); Hybrid; USD 45,000 - 55,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) plan

Paid time off

Job summary

Equitable is hiring a Sales Associate for the Annuity Sales Desk in Charlotte, NC. The role begins with a 6‑week (12‑week in some descriptions) Sales Launch Training Program to learn annuity products, sales strategies, and license preparation for Series 6 and 63.

After licensing, you’ll support financial professionals, answer product questions, and help advisors do business with Equitable. The position features a hybrid work schedule with 3 on-site days per week and opportunities for advancement

Qualifications

• Effective presentation skills and ability to present to groups.
• Knowledge of product line strategies and processes.
• Listening and information-gathering skills.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Join Sales Launch Training Program for 12 weeks focusing on annuities, sales strategies, objection handling, and product positioning.
• Earn Series 6 and Series 63 licenses with dedicated study time and exam prep resources.
• Provide inbound sales desk support to financial professionals about products, sales concepts and materials.
• Educate advisors on doing business with Equitable and deliver service excellence.
• Coordinate strategy with home office and Regional Vice Presidents to strengthen relationships.
• Manage strong sales pipeline and identify opportunities within territories to maximize revenue.
• Collaborate with RVPs to build tailored business plans for territory growth.
• Demonstrate drive and enthusiasm for internal wholesaling career path.

Skills

Effective presentations

Product line knowledge

Listening

Managing multiple priorities

Job description

Equitable is hiring a Sales Associate for the Annuity Sales Desk in Charlotte, NC. The role begins with a 6‑week (12‑week in some descriptions) Sales Launch Training Program to learn annuity products, sales strategies, and license preparation for Series 6 and 63.

After licensing, you’ll support financial professionals, answer product questions, and help advisors do business with Equitable. The position features a hybrid work schedule with 3 on-site days per week and opportunities for advancement