Inside Sales Representative responsible for maintaining client relationships and driving regional sales for a leading ISO Tanks company. Fulfilling client needs through exceptional phone communication and sales strategies.
About the role
- Product Sales Associate at Equitable focusing on variable annuity sales. Training for financial wholesale career in a hybrid work environment based in Charlotte, NC.
Responsibilities
- 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.
Requirements
- Must have Series 6 and 63 licenses or be willing to obtain within 180 days of start date
- Must have Resident Life and Variable Insurance Licenses or be willing to obtain within 180 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+ 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 professionals
Benefits
- medical
- dental
- vision
- 401(k) plan
- paid time off
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