Sr. Internal Wholesaler- Life Insurance (HYBRID)

Equitable•Charlotte, NC

7h•$60,000•Hybrid

About The Position

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. Equitable is looking for a Sr. Internal Wholesaler to help increase life insurance sales and strengthen client relationships through proactive outbound calls in addition to inbound phone activity, emails and webinars. Sr. Internal Wholesalers partner with a Regional Vice President (External Wholesaler) in the field and are responsible for driving activity and sales as a team. Senior Internal Wholesalers are expected to provide leadership within team through mentorship and support. This position offers a hybrid work schedule, with an on–site presence of 2–3 days per week combining flexibility with team collaboration.

Requirements

2 to 4 years of work experience in Financial Service Industry or related sales experience
Life & Health license
FINRA Licensing: SIE, Series 6, Series 63
Client Relationship Management: Knowledge of client relationship; ability to address issues critical issues to meet client needs and maintain engaged, partnering relationship with business partners and clients.
Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.
Lead Generation: Knowledge of principles, approaches and tools used in generating leads; ability to develop, deploy and implement lead generation program.
Selling: Knowledge of diverse sales tools, tactics and techniques and ability to use these to persuade a person to buy a product or service.

Nice To Haves

Comfortable being uncomfortable
High degree of confidence when engaging with customers
Self-starter who can create opportunities for themselves
Sales opportunist – Every conversation is an opportunity to either start or advance a sale
Unusually high customer-centric attitude
Enthusiasm – can convey passion over the phone
Coachable
Ownership - follow through on commitments
Carries a sense of urgency through all interactions both internal and external
Persistent
Organized
Proactive

Responsibilities

20 quality phone conversations daily. (Quality is defined as any conversation advancing the sales process that allows the internal to probe, educate, position, and/or present Equitable as the company to sell.)
50-60% of your day spent on the phone. This is a proactive sales role where the internal wholesaler is a driver of results in the territory.
A full understanding of Asset Location vs Allocation and the ability to present the concept and tie into advisor conversations
Provide an exceptional customer experience with the mindset of going above and beyond with every client interaction we have
Ownership of a sales pipeline and a full understanding of what’s required to move things forward
Participate and actively engage in all sales desk campaigns and targeted marketing efforts
Clear and defined expectations/plan surrounding partnership with external counterpart in your territory
Achieve over 100% of annual sales goal