Sales Associate, Annuity Sales Desk (HYBRID)

Equitable; 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

Job Description - Sales Associate, Annuity Sales Desk (HYBRID) (260000IK)

Sales Associate, Annuity Sales Desk (HYBRID) ( 260000IK )

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 missionwe’vehoned since 1859.

Are you ready to jump ‑ start your sales career with a company that’s energetic, supportive, and growth ‑ focused? We are hiring motivated Sales Associates to join our Annuity Sales Desk—your launchpad into a fast ‑ paced internal wholesaling career.

You’ll begin in our 6 ‑ week Sales Launch Training Program, learning annuity fundamentals, product positioning, and advanced sales techniques while preparing for your Series 6 and 63 licenses. Once licensed, you’ll become a go ‑ to resource for financial professionals, answering product questions, supporting sales conversations, and helping advisors do business seamlessly with Equitable.

As you develop, you’ll build strong partnerships with Regional Vice Presidents and position yourself for potential promotion into a Regional Sales Associate (RSA) role. If you’re competitive, relationship ‑ driven, and excited to grow in financial sales, this is your opportunity!

This position offers a hybrid work schedule, with an on‑site presence of 3 days per week combining flexibility with team collaboration.

What You’ll Be Doing

Join our Sales Launch Training Program where you’ll spend 12 weeks learning variable annuities, sales strategies, objection handling, and the fundamentals of product positioning.

Earn your Series 6 and Series 63 licenses with dedicated study time, training support, and exam preparation resources.

Provide inbound sales desk support, answering questions from financial professionals about products, sales concepts, marketing materials, and positioning strategies.

Serve as a trusted resource, educating advisors on how easy it is to do business with Equitable and delivering a best‑in‑class service experience.

Act as a liaison between our home office and Regional Vice Presidents, helping to coordinate strategy, share insights, and strengthen relationships.

Manage a strong sales pipeline, identifying opportunities within assigned territories and tracking progress to maximize revenue potential.

Collaborate with Regional Vice Presidents to build tailored business plans that support territory growth and drive sales results.

Demonstrate drive, energy, and enthusiasm, showing up ready to learn, compete, and grow in a career path that leads to internal wholesaling and beyond.

The base salary for this position is $50,000. 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.

Required Licenses

• Must have Series 6 and 63 licenses or be willing to obtain within 180 days of start date
• Must have Resident Life and Variable Insurance Licenses or be willing to obtain within 180 days of start date

Preferred Qualifications

• Experience in the financial or investment management industry is preferred but not required
• Ability to work in a challenging and collaborative environment
• Ability to pay attention to detail and multi-task
• 1+ Years of experience in sales/marketing is preferred but not required
• High-level of computer proficiency
• A coachable demeanor and positive attitude
• Demonstrated ability to work autonomously and as part of a cohesive team
• Demonstrated success in negotiation, persuasion, and solutions-based selling
• Ability to work in a fast‑paced environment
• Flexibility to handle multiple priorities while maintaining a high degree of professionals

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’rea 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 leveragetheir 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].