Our Ability Jobs

Job Information

Equitable Entry Level 403(b) Internal Wholesaler- Strong Base Salary in Charlotte, North Carolina

Entry Level 403(b) Internal Wholesaler- Strong Base Salary ( 2300005S )

Primary Location : UNITED STATES-NC-Charlotte

Organization : Equitable

Schedule : Full-time



At Equitable, our power is in our people.

We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

  • Effectively position Equitable’s products within the market space served

  • Make outbound calls daily, prospect and drive new business. Identify opportunities within territory

  • Proactively prospect, support and partner with the External RVP’s in the territory supported

  • Follow up on sales prospects, support external RVP with tier 2 advisors

  • Initiate and/or follow up on sales calls, identify new opportunities and answer sales questions

  • Manage call/activity/quality metrics

  • Executing marketing campaigns to drive sales within the territory -3rd party and Equitable advisors

  • Identify and promote the sale of retirement products and services; manage or participate in developing strategies.

  • Meet or exceed territory sales goals

The base salary for this position is $60,000. This role is eligible for variable compensation.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.



  • Bachelor’s degree or equivalent

  • 1 years related sales experience

  • 401(k), Cash Balance, Defined Benefit, Owner’s plan, 403(b) or 457(b) experience highly preferred

  • Excellent telephone, written and verbal communication skills

  • Can present technical topics, present new sales ideas and conduct finals presentations

  • Series 6 or 7, 63 and Life Variable licenses highly preferred (willing to obtain)

  • Additional hours may be necessary during periods of heavy volume, or for time sensitive projects.

  • Ability to present complex information in a clear manner, both orally and in writing.


Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.

Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.

Listening: Knowledge of effective listening issues and techniques; ability to gather, clarify, and apply information transmitted verbally, while exhibiting a genuine interest toward the speaker.

Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.



At Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com .

Req ID: 2300005S

Our Ability Partnerships

Cornerstone Ondemand
Berkshire Bank
Project C