Senior Life Internal Wholesaler
Senior Life Internal Wholesaler
(210000O7)
Primary Location : UNITED STATES-NC-Charlotte
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?
Increase life insurance 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. Senior 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 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
Qualifications
Minimum Qualifications:
• 2+ years of work experience in Financial Service Industry or related sales experience
• Life & Health license
• Series 6 & 63
Preferred Qualifications:
• Asset Management / Variable Life experience is a plus
• Unusually high customer-centric attitude
• Enthusiasm – can convey passion over the phone
• Coachable
• Sales opportunist
• Ownership - follow through on commitments
• Carries a sense of urgency through all interactions both internal and external
• Persistent
• Organized
• Proactive
• Ability to communicates confidently
• Knack at building relationships
#LI-EQH1
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.