Hybrid PSA Sales Desk – Annuity Internal Sales Trainee

at Equitable

• Job title: PSA Sales Desk – Annuity Internal Sales Trainee
• Job type: Full Time
• Experience level: Entry level
• Salary: $50,000 per year
• Degree requirement: Associate's Degree
• Location requirements: Hybrid, Charlotte, United States

About the role

• Product Sales Associate at Equitable focusing on variable annuity sales. Training for financial wholesale career in a hybrid work environment based in Charlotte, NC.

Responsibilities

• The Product Sales Associate (PSA) role is an introductory position into the fast-paced and challenging financial wholesale career path, specifically focused on variable annuity sales.
• PSA candidates are enrolled into a 6 week training program where they learn the fundamentals of variable annuities, product positioning, and advanced sales techniques.
• Concurrent with product training, PSA candidates are required to pass the Series 6 and Series 63 examinations.
• Once properly licensed, PSA’s will provide inbound phone queue coverage, responding to product, sales and marketing questions presented by brokers calling the department’s 800 number.
• Upon the availability of a geographically-focused territory, eligible PSA’s will transition into a Regional Sales Associate (RSA) position.
• Perform as a relationship builder by utilizing excellent communication and interpersonal skills; Educate and promote the effortlessness of doing business with Equitable Distributors; Exhibit a competitive drive to succeed; Act as a liaison between the home office and Regional Vice Presidents in the field; Maintain an effective sales opportunity pipeline for respective territories; Work closely with Regional Vice President to craft and execute an appropriate business plan to maximize territory revenues.

Requirements

• 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
• 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

Benefits

• medical
• dental
• vision
• 401(k) plan
• paid time off