Internal Wholesaler

Description:

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?

Responsibilities:
Increase Annuity Product sales and strengthen client relationships through outbound and inbound phone activity, emails and webinars within a designated territory. Internal Wholesalers partner with an external wholesaler in the field and are responsible for driving activity and sales as a team. Sr. Internal Wholesalers are expected to provide leadership within team through mentorship and support.

Successful employees are expected to accomplish the following:

• Five quality phone conversations daily

o Quality is defined as any conversation advancing the sales process that allows the internal to probe, educate, position, and/or present Equitable as the company to sell

• A full understanding of 10 sales ideas/concepts and the ability to pivot and present any of them to a customer instantly
• Provide exceptional customer service with the mindset of going above and beyond for every client interaction we have
• Participate and actively engage in all sales desk campaigns and targeted marketing efforts
• Ownership of one ongoing team project/initiative that benefits the larger group (e.g. Presentation class, group webinar leader, weekly meeting champion, etc.)
• Successfully mentor and guide other team members
• Two hour turnaround time on all illustration requests
• A unique and customized write-up included with every illustration request response that highlights Equitable's strengths and differentiators
• Over three hours of total talk time daily
• Clear and defined expectations/plan surrounding partnership with external counterpart in your territory
• Achieve over 100% of annual territory sales goal