ADL - Product Sales Associate (Entry-Level Internal Wholesaler)

Equitable Holdings,Inc, Charlotte , NC 28201

Posted 2 months ago

Thank you for your interest in a position with Equitable.

The Product Sales Associate (PSA) role is an introductory position into the fast-paced and challenging financial wholesale career path, specifically focused on variable annuity sales. PSA candidates are enrolled into a 6 week training program where they learn the fundamentals of variable annuities, product positioning, and advanced sales techniques. Concurrent with product training, PSA candidates are required to pass the Series 6 and Series 63 examinations. Once properly licensed, PSA's will provide inbound phone queue coverage, responding to product, sales and marketing questions presented by brokers calling the department's 800 number. Upon the availability of a geographically-focused territory, eligible PSA's will transition into a Regional Sales Associate (RSA) position. 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.


  • Bachelor's degree required

  • Must have Series 6 and 63 licenses or be willing to obtain within 90 days of start date

  • Must have NC Life and Variable Insurance Licenses or be willing to obtain within 120 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- 2 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


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) 314-6368 or email us at

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ADL - Product Sales Associate (Entry-Level Internal Wholesaler)

Equitable Holdings,Inc,