Life Sales Desk Manager – Hybrid
Equitable
full-time
Posted on:
Location Type: Hybrid
Location: Charlotte • North Carolina • United States
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Salary
💰 $100,000 per year
About the role
- Enhance the quality and effectiveness of Life Sales Desk efforts to deliver exceptional outbound sales activity and comprehensive support to Financial Professionals across multiple sales channels
- Cultivate strong relationships between Equitable Distributors Life distribution and Financial Professionals by consistently exceeding FP expectations and adding value on every interaction
- Maintain high service levels while fostering superior performance standards across the Sales Desk team
- Support the external sales force management team and assist Financial Professionals throughout all stages of the sales process
- Drive consistency, accountability, and alignment with sales objectives and organizational priorities
Requirements
- Bachelor’s degree
- 3+ years of Internal Wholesaling or Sales Desk experience
- FINRA Series 6 or 7 and Series 63 registrations
- FINRA Series 26 registration or the willingness to obtain within 90 days of hire
- Resident Life and Variable insurance license, plus Non-Resident Life and Variable insurance licenses (all states and Puerto Rico), or willingness to obtain within 90 days of hire
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
Internal WholesalingSales Desk experienceOutbound sales activitySales process support
Soft Skills
Relationship buildingCustomer servicePerformance standardsAccountabilityAlignment with sales objectives
Certifications
Bachelor’s degreeFINRA Series 6FINRA Series 7FINRA Series 63FINRA Series 26Resident Life insurance licenseVariable insurance licenseNon-Resident Life insurance license