Sr. Internal Wholesaler- Life Insurance; HYBRID

Job Title:

Sr. Internal Wholesaler
- Life Insurance (HYBRID) (2600005B) Primary Location

UNITED STATES-NC-Charlotte

Equitable

Full-time

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.

Equitable is looking for a Sr. Internal Wholesaler to help increase life insurance sales and strengthen client relationships through proactive outbound calls in addition to inbound phone activity, emails and webinars. Sr. Internal Wholesalers partner with a Regional Vice President (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:

• 20 quality phone conversations daily. (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.)
• 50-60% of your day spent on the phone. This is a proactive sales role where the internal wholesaler is a driver of results in the territory.
• A full understanding of Asset Location vs Allocation and the ability to present the concept and tie into advisor conversations
• Provide an exceptional customer experience with the mindset of going above and beyond with every client interaction we have
• Ownership of a sales pipeline and a full understanding of what’s required to move things forward
• Participate and actively engage in all sales desk campaigns and targeted marketing efforts
• Clear and defined expectations/plan surrounding partnership with external counterpart in your territory
• Achieve over 100% of annual sales goal

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.

• 2 to 4 years of work experience in Financial Service Industry or related sales experience
• Life & Health license

• High degree of confidence when engaging with customers
• Self-starter who can create opportunities for themselves
• Sales opportunist – Every conversation is an opportunity to either start or advance a sale
• Unusually high customer‑centric attitude
• Enthusiasm – can convey passion over the phone
• Coachable
• Ownership - follow through on commitments
• Carries a sense of urgency through all interactions both internal and external
• Persistent
• Organized
• Proactive

• Client Relationship Management:
  Knowledge of client relationship; ability to address critical issues to meet client needs and maintain engaged, partnering relationship with business partners and clients.
• Knowledge of Product Line:
  Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.
• Lead Generation:
  Knowledge of principles, approaches and tools used in generating leads; ability to develop, deploy and implement lead generation program.
• Selling:
  Knowledge of diverse sales tools, tactics and techniques and ability to use these to persuade a person to buy a product or service.

#LI-Hybrid

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,…