Summer Internship: Retirement Sales & Analytics 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

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