Our Ability Jobs

Jobs Ability | Work with 'Abi'

Job Information

Equitable Regional Wealth Consultant/ Internal Wholesaler in Charlotte, North Carolina

Regional Wealth Consultant/ Internal Wholesaler ( 210000DY )

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 Life Distribution is seeking Internal Wholesaler talent with exceptional customer service abilities and robust technical knowledge to serve and support our highest-end Producers. Initially working on our CES platform, this niche group of Internal Wholesalers will help move business forward at every step in the sales process, to create an exceptional end-to-end user experience for a small group of our top Life Insurance Producers. Desired candidates will be consultative in their sales technique, and also coachable and excited to learn and grow along with our strategy.

These positions will report to the Sales Desk.

Responsibilities include:

  • Create an exceptional customer experience by guiding business from submission to commission. Make it easy for high-end Producers to do business with Equitable at every step in the sales process.

  • Respond to all Producers' case design and illustration needs; must also possess the ability to illustrate solutions not only as requested, but also pro-actively offer alternative designs that best meet customers’ needs and outcomes.

  • Manage all internal relationships on our Producers' behalf to close more business more quickly; know the status and what is needed for every case in the pipeline, and partner with Case Managers and Underwriters to communicate effectively and expediently with Producers.

  • Grow Producers' involvement in the COIL program and help them grow their business with our unique solutions; approach every conversation with a consultative mindset and willingness to go above and beyond to serve our customers.


Minimum Qualifications:

  • FINRA Series 6, 63 and Life and Health licenses.

  • Prior experience as a top-performing Internal Wholesaler or Case Manager experience required.

  • 2 years of experience working with Life Insurance Producers in either the Retail or Independent channel.

  • Deep knowledge of the Life Insurance business, including advanced sales and customer service skills and the ability to serve high-end Producers’ needs at every step in the sales process.

Preferred Qualifications:

  • Understanding of Equitable’s solutions, product portfolio and illustration capabilities.

  • Robust knowledge of the inner workings of Equitable's Home Office, and what is needed to move business forward at every step.

  • Ability to successfully manage internal relationships and inspire cross-functional teams to rally around our top Producers.


About Equitable

We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.

As an employer, Equitable is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. Equitable has been recognized and certified as a great place to work by the Great Place to Work Institute.

We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave Equitable. Almost 40% of our open jobs are filled with current employees.

In addition to competitive compensation and an outstanding benefits package including 401(k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.

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: 210000DY