Job Information
Equitable Investment Product Sales Specialist (Remote Possible) in Charlotte, North Carolina
Investment Product Sales Specialist (Remote Possible) ( 230000Z3 )
Primary Location : UNITED STATES-NC-Charlotte
Other Locations : UNITED STATES-Remote
Organization : Equitable
Schedule : Full-time
Description
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?
The key objectives of the Investment Product Sales Specialist are to build relationships with the Equitable Advisors field force and enable sales growth through driving investment-related revenue generating activities. As a dedicated headquarters resource for Financial Professionals (FPs) in their territory, the candidate will focus on defined segments to support the FPs in building and growing their practices. This support includes inbound and outbound calls, virtual and in-person meetings with FPs and their teams, as well as occasional participation in conferences and other events.
The products and services supported are advisory and brokerage accounts – including mutual funds, equities, fixed income, third party managed accounts, and alternative investments. Support will also include training, product knowledge, practice management, investment research, developing historical illustrations, presenting sales ideas, and generally providing “go-to” practice support for our FPs.
The Investment Product Sales Specialist is an influential part of the Broker Dealer and RIA sales, responsible for enabling sales growth throughout Equitable’s retail distribution system. This is truly a team environment for people that are able to see the long-term rewards of a growing company.
Responsibilities include but are not limited to:
Providing “go-to” practice support and sales enablement for our FPs
Focus on defined segments to support the FPs in building and growing their practices
Inbound and outbound calls / virtual and in-person meetings / occasional participation in conferences and other events
Products and service support (advisory and brokerage accounts – including mutual funds, equities, fixed income, third party managed accounts, and alternative investments)
Other support (training, product knowledge, practice management, investment research, developing historical illustrations, presenting sales ideas)
The base salary range for this position is $67,000 - $100,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
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)
Qualifications
Minimum Qualifications:
Bachelor’s degree
4 years investment industry experience
FINRA Licenses Series 7, 63, 65 (or 66) required
Demonstrated relationship management, sales, customer service, and presentation skills in large and small group settings – in person and virtually
Managed account, mutual fund, and brokerage experience
Preferred Qualifications:
Experience working with investment products, Financial Professionals, or end-clients, wrap or investment advisory programs
Problem resolution skills required and must be motivated, sales-oriented, and persistent
Proven writing and verbal communications skills
Established experience working with Word, Excel, PowerPoint
Morningstar Advisor Workstation experience
Progress towards or desire to pursue advanced industry designations
Skills:
Client Relationship Management: Knowledge of client relationship; ability to address issues critical issues to meet client needs and maintain engaged, partnering relationship with business partners and clients.
Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.
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.
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.
ABOUT EQUITABLE
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: 230000Z3