Job Description
Equitable is a diverse organization committed to helping clients secure their financial well-being. The Internal Wholesaler role focuses on the distribution of mutual fund products to financial intermediaries while cultivating and maintaining relationships with existing partners. Responsibilities Initiates and/or follows up on sales calls; provides intermediaries with sales ideas; answers product questions; prepares proposal materials; runs illustrations; identifies new sales opportunities; and launches new products Client support activities may include: handling meeting coverage requirements; preparing for due diligence meetings; providing wholesaler communication and training; and completing sales analysis Works closely with sales staff on increasing sales in the assigned region and in developing and maintaining assigned intermediary relationships Identifies client needs & coordinates efforts to service assigned intermediaries Leverages strategic relationships with investment providers, advisors, and clients; helps articulate key messages regarding the investment portfolio, major market events, and changing areas of investment opportunity Skills Bachelors Degree 1+ years of prior account management experience or sales experience Series 6 or 7 & 63 required (or willing to obtain within 180 days after start date) Knowledge of the investment industry and ability to recognize business opportunities within and outside the industry A self-motivated, positive team player, with outstanding internal and external communication capabilities Understands the unique needs of proprietary sales force, outside broker dealers, and financial advisors Maintains exceptional interpersonal relations, including thorough verbal and written communication Benefits Medical Dental Vision A 401(k) plan Paid time off Company Overview Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
It was founded in 1859, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is