Equitable

PSA Sales Desk – Annuity Internal Sales Trainee

Equitable

full-time

Posted on:

Location Type: Hybrid

Location: Charlotte • North Carolina • United States

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Salary

💰 $50,000 per year

Job Level

Entry Level

About the role

  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
variable annuitiessales techniquesnegotiationpersuasionsolutions-based sellingsales/marketing experienceattention to detailmulti-taskingcomputer proficiency
Soft Skills
communication skillsinterpersonal skillsrelationship buildingcompetitive drivecoachable demeanorpositive attitudeautonomous workteam collaborationflexibilityprofessionalism
Certifications
Series 6 licenseSeries 63 licenseResident Life LicenseVariable Insurance License