EDL - PSA Sales Desk (Annuity Internal Sales Trainee)
Equitable is a diverse organization committed to helping clients secure their financial well-being. They are seeking a Product Sales Associate (PSA) to participate in a training program focused on variable annuity sales, while also providing support to brokers through inbound calls and maintaining sales opportunities.
Responsibilities
- Provide inbound phone queue coverage, responding to product, sales and marketing questions presented by brokers calling the department’s 800 number
- Perform as a relationship builder by utilizing excellent communication and interpersonal skills
- Educate and promote the effortlessness of doing business with Equitable Distributors
- Exhibit a competitive drive to succeed
- Act as a liaison between the home office and Regional Vice Presidents in the field
- Maintain an effective sales opportunity pipeline for respective territories
- Work closely with Regional Vice President to craft and execute an appropriate business plan to maximize territory revenues
Skills
- Must have Series 6 and 63 licenses or be willing to obtain within 180 days of start date
- Must have Resident Life and Variable Insurance Licenses or be willing to obtain within 180 days of start date
- Experience in the financial or investment management industry is preferred but not required
- Ability to work in a challenging and collaborative environment
- Ability to pay attention to detail and multi-task
- 1+ Years of experience in sales/marketing is preferred but not required
- High-level of computer proficiency
- A coachable demeanor and positive attitude
- Demonstrated ability to work autonomously and as part of a cohesive team
- Demonstrated success in negotiation, persuasion, and solutions-based selling
- Ability to work in a fast-paced environment
- Flexibility to handle multiple priorities while maintaining a high degree of professionalism
Benefits
- Medical
- Dental
- Vision
- A 401(k) plan
- Paid time off
Company Overview