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Equitable Group Retirement Sales Desk Manager, East Region in Charlotte, North Carolina

Group Retirement Sales Desk Manager, East Region ( 240000A2 )

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?

Equitable is looking for an experienced Sales Desk Manager to support our Internal Wholesale East Region team in our Charlotte, NC office. This is a hybrid position working in the Charlotte office, working remotely and 20% travel.

The Group Retirement Sales Desk Manager will manage the daily activity and operation of internal wholesalers who provide sales support to Equitable Advisors, 3rd Party Advisors, consultants & Equitable wholesalers selling Group Retirement (GR) products. This team may also initiate direct proactive contact with plan level prospects in efforts to promote sales. The GR Sales Desk has internals focused on the Retirement Gateway (RG) and Equitable Retirement Vision (ERV) products as well as internals focused on the Equivest (EQV) product across the various tax codes, but there should be cohesiveness as an overall unit to leverage cross support and best practice consistency where appropriate.

This position is responsible for supervising all sales activities of internal wholesalers, including call monitoring, phone logs, sales presentations and general business activities designed to promote and sell Equitable GR products. This person will also be responsible for coordinating training programs and providing ongoing coaching for the internal wholesalers as it relates to Equitable’s products and services, competitor knowledge, plan design, presentation skills training and territory management. Since this individual should also possess skills with product knowledge and the group retirement plan market, conference calls with agents, wholesalers or clients may be necessary.

Key Job Responsibilities

  • Lead team of 7 licensed Internal Wholesalers

  • Manage all internal wholesaler daily activity and interaction with Equitable Advisors, outside brokers, wholesalers & potential prospects

  • Develop, implement and maintain regular coaching and training activities for internal wholesalers

  • As supervising Principal, monitor activities and licensing requirements to ensure team is compliant

  • Actively participate in coordinating offers and presentations to high profile or high asset prospects

  • Develop and maintain metrics for activity tracking, such as inbound/outbound calls and pipeline follow-up – to ensure consistent, regular and meaningful contact is maintained with EQ Advisors and selling brokers

  • Coordinate useful feedback from field on market trends, competitive landscape & present to appropriate GR areas on regular basis.

  • Manage tight control of prospect pipeline, ensuring current statuses are regularly updated and proper resources are applied for high asset or high-profile prospects.

  • Motivate & coach proper utilization of selling techniques: IMPACT selling, Edge, Fusion presentations, etc.

  • Conduct remote & “double jacking” call assessments to ensure effective sales and territory performance.

  • Initiate & provide individual feedback, career development, performance evaluation, motivation, and discipline.

  • Effectively utilize technology to perform metric reporting, trend analysis and statistical interpretations.

  • Report to DVP on team’s performance and provide insight and solutions to business needs.

  • Partner with other business teams to help drive sales initiatives, firm strategies, and goals.

The base salary for this position is $90,000. 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.

Equitable Pay and Benefits : Equitable Total Rewards Program (https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2023013000001)


Required Qualifications

  • Bachelor’s degree or equivalent work experience

  • 3 years Retirement Sales desk work experience

  • FINRA Series SIE, 63, 6 or 7 Registrations

  • FINRA Series 24 or 26 Registrations or obtain within 120 days of hire

  • Life & Health Insurance License or obtain within 120 days of hire

Preferred Qualifications

  • People Management experience

  • QPFC, CLU, ChFC, CFP highly desired

  • Exceptional communication/interpersonal skills

  • Highly Proficient in MS Office programs with computer skills

  • organizational skills


Agile Project Management: Knowledge of effective agile project management strategies and tactics; ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources to achieve project objectives.

Industry Knowledge: Knowledge of the organization's industry group, trends, directions, major issues, regulatory considerations, and trendsetters; ability to apply industry knowledge appropriately to diverse situations.

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

Knowledge of Sales Channels: Knowledge of meanings and features of sales channels; ability to coordinate multiple and diverse options for selling an organization's products and services.

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.

Strategic Sales Planning: Knowledge of sales principles, processes, techniques and tools; ability to develop sales plans that are future-oriented, support business strategy and reflect understanding of emerging, as well as existing, opportunities and markets.

Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.


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: 240000A2