About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a missionwe’vehoned since 1859.

This roleis dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to professional financial intermediaries such as broker-dealers, banks, independent financial planners, and Equitable Advisors, the company's retail distribution organization. The sales team is responsible for cultivating new relationships with firms and financial advisors, while maintaining our relationships with existing partners.

What You’ll Be Doing

Initiates and/or follows up on sales calls; provides intermediaries with sales ideas; answers product questions; prepares proposal materials; runs illustrations; identifies new sales opportunities; and launches new products.Client support activities may include: handling meeting coverage requirements; preparing for due diligence meetings; providing wholesaler communication and training; and completing sales analysisWorks closely with sales staff on increasing sales in the assigned region and in developing and maintaining assigned intermediary relationshipsIdentifies client needs coordinates efforts to service assigned intermediariesLeverages strategic relationships with investment providers, advisors, and clients; helps articulate key messages regarding the investment portfolio, major market events, and changing areas of investment opportunity

This position offers a hybrid work schedule, with an on–site presence of 2–3 days per week combining flexibility with team collaboration.

The base salary for this position is $60,000. This role is eligible for variable compensation.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program

About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a missionwe’vehoned since 1859.

This roleis dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to professional financial intermediaries such as broker-dealers, banks, independent financial planners, and Equitable Advisors, the company's retail distribution organization. The sales team is responsible for cultivating new relationships with firms and financial advisors, while maintaining our relationships with existing partners.

What You’ll Be Doing

Initiates and/or follows up on sales calls; provides intermediaries with sales ideas; answers product questions; prepares proposal materials; runs illustrations; identifies new sales opportunities; and launches new products.Client support activities may include: handling meeting coverage requirements; preparing for due diligence meetings; providing wholesaler communication and training; and completing sales analysisWorks closely with sales staff on increasing sales in the assigned region and in developing and maintaining assigned intermediary relationshipsIdentifies client needs coordinates efforts to service assigned intermediariesLeverages strategic relationships with investment providers, advisors, and clients; helps articulate key messages regarding the investment portfolio, major market events, and changing areas of investment opportunity

This position offers a hybrid work schedule, with an on–site presence of 2–3 days per week combining flexibility with team collaboration.

The base salary for this position is $60,000. This role is eligible for variable compensation.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program

What You Will Bring

Bachelors Degree1 years of prior account management experience or sales experienceSeries 6 or 7 63 required (or willing to obtain within 180 days after start date)

Preferred Qualifications

Knowledge of the investment industry and ability to recognize business opportunities within and outside the industryA self-motivated, positive team player, with outstanding internal and external communication capabilitiesUnderstands the unique needs of proprietary sales force, outside broker dealers, and financial advisors.Maintains exceptional interpersonal relations, including thorough verbal and written communication

Skills

Client Relationship Management:Knowledge of client relationship; ability to address issues critical issues to meet client needs and maintain engaged, partnering relationship with business partners and clients.

Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.

Knowledge of Sales Channels:Knowledge of meanings and features of sales channels; ability to coordinate multiple and diverse options for selling an organization's products and services.

Managing Multiple Priorities:Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Strategic Sales Planning:Knowledge of sales principles, processes, techniques and tools; ability to develop sales plans that are future-oriented, support business strategy and reflect understanding of emerging, as well as existing, opportunities and markets.

#LI-Hybrid

About Equitable

At Equitable,we’rea team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee toleveragetheir unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.ClickCareers at Equitableto learn more.



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: Equitableparticipatesin the E-Verify program.

What You Will Bring

Bachelors Degree1 years of prior account management experience or sales experienceSeries 6 or 7 63 required (or willing to obtain within 180 days after start date)

Preferred Qualifications

Knowledge of the investment industry and ability to recognize business opportunities within and outside the industryA self-motivated, positive team player, with outstanding internal and external communication capabilitiesUnderstands the unique needs of proprietary sales force, outside broker dealers, and financial advisors.Maintains exceptional interpersonal relations, including thorough verbal and written communication

Skills

Client Relationship Management:Knowledge of client relationship; ability to address issues critical issues to meet client needs and maintain engaged, partnering relationship with business partners and clients.

Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.

Knowledge of Sales Channels:Knowledge of meanings and features of sales channels; ability to coordinate multiple and diverse options for selling an organization's products and services.

Managing Multiple Priorities:Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Strategic Sales Planning:Knowledge of sales principles, processes, techniques and tools; ability to develop sales plans that are future-oriented, support business strategy and reflect understanding of emerging, as well as existing, opportunities and markets.

#LI-Hybrid

About Equitable

At Equitable,we’rea team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee toleveragetheir unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.ClickCareers at Equitableto learn more.



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: Equitableparticipatesin the E-Verify program.