EDL - PSA Sales Desk (Annuity Internal Sales Trainee)

Equitable is a diverse organization committed to helping clients secure their financial well-being. They are seeking a Product Sales Associate (PSA) to participate in a training program focused on variable annuity sales, while also providing support to brokers through inbound calls and maintaining sales opportunities.

Responsibilities

• Provide inbound phone queue coverage, responding to product, sales and marketing questions presented by brokers calling the department’s 800 number
• 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

Skills

• 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 professionalism

Benefits

• Medical
• Dental
• Vision
• A 401(k) plan
• Paid time off

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