Sales Associate – Annuity Sales Desk

Equitable

Sales Associate for Annuity Sales Desk assisting financial professionals. Engaging in sales training and providing support for annuity products and sales strategies in a hybrid work environment.

Posted 5/8/2026full-timeCharlotte • North Carolina • 🇺🇸 United StatesJuniorMid-Level💰 $50,000 per yearWebsite

About the role

Key responsibilities & impact

Join our Sales Launch Training Program where you’ll spend 6 weeks learning variable annuities, sales strategies, objection handling, and the fundamentals of product positioning.
Earn your Series 6 and Series 63 licenses with dedicated study time, training support, and exam preparation resources.
Provide inbound sales desk support, answering questions from financial professionals about products, sales concepts, marketing materials, and positioning strategies.
Serve as a trusted resource, educating advisors on how easy it is to do business with Equitable and delivering a best‑in‑class service experience.
Act as a liaison between our home office and Regional Vice Presidents, helping to coordinate strategy, share insights, and strengthen relationships.
Manage a strong sales pipeline, identifying opportunities within assigned territories and tracking progress to maximize revenue potential.
Collaborate with Regional Vice Presidents to build tailored business plans that support territory growth and drive sales results.
Demonstrate drive, energy, and enthusiasm, showing up ready to learn, compete, and grow in a career path that leads to internal wholesaling and beyond.

Requirements

What you’ll need

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
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

Comp & perks

Medical
Dental
Vision
401(k) plan
Paid time off

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools

sales strategiesobjection handlingproduct positioningnegotiationpersuasionsolutions-based sellingsales pipeline managementterritory growthcomputer proficiency

Soft Skills

coachable demeanorpositive attitudeautonomous workteam collaborationdriveenergyenthusiasmflexibilityprofessionalism

Certifications

Series 6 licenseSeries 63 licenseResident Life LicenseVariable Insurance License