Summer Intern - Individual Retirement Sales Desk; HYBRID

Position: 2026 Summer Intern - Individual Retirement Sales Desk (HYBRID)
About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we've honed since 1859.

As an Intern on the Individual Retirement Sales Desk, you will:

* Participate in in-depth trainings on Equitable's annuity products.

* Shadow members of the internal wholesale team to learn

* Creating partnerships with external wholesalers, Financial Professionals, major firms and other stakeholders

* Coaching Financial Professionals in making sales pitches to client

* Interpreting and explaining annuity hypotheticals/illustrations

* Making pro-active phone calls to generate sales

* Perform ad-hoc projects related to the sales of annuity products

Internship Details

Dates:
Nine week program starting in early June 2026

Hourly Rate: $22/hour

Location:

Charlotte, NC

Housing:
Intern housing available

Work Environment:
This position offers a hybrid work schedule, with an on-site presence of 3 days per week (Tuesday - Thursday) combining flexibility with team collaboration

What You'll Bring

* Interest in working in Sales

* Leadership skills and experience in school/extra-curricular activities

* Entrepreneurial qualities and competitive spirit

* Ability to thrive in a demanding and fast-paced environment

* Rising senior in an accredited Bachelor's degree program (Class of 2027) preferred

* Ability to work during the full 9-week program

Competencies and Skills

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

Listening:
Knowledge of effective listening issues and techniques; ability to gather, clarify, and apply information transmitted verbally, while exhibiting a genuine interest toward the speaker.

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.

About Equitable

At Equitable, we're a 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 to leverage their 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. Click Careers at Equitable to 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:

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  or email us at Ta