Internal Wholesaler- Mutual Funds (HYBRID)

Equitable is dedicated to helping clients secure their financial well-being through a diverse and committed team. The Internal Wholesaler role focuses on distributing retail mutual fund products to financial intermediaries, cultivating new relationships, and maintaining existing partnerships.

Responsibilities

• 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 analysis
• Works closely with sales staff on increasing sales in the assigned region and in developing and maintaining assigned intermediary relationships
• Identifies client needs & coordinates efforts to service assigned intermediaries
• Leverages 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

Skills

• Bachelors Degree
• 1+ years of prior account management experience or sales experience
• Series 6 or 7 & 63 required (or willing to obtain within 180 days after start date)
• Knowledge of the investment industry and ability to recognize business opportunities within and outside the industry
• A self-motivated, positive team player, with outstanding internal and external communication capabilities
• Understands the unique needs of proprietary sales force, outside broker dealers, and financial advisors
• Maintains exceptional interpersonal relations, including thorough verbal and written communication

Benefits

• Medical
• Dental
• Vision
• A 401(k) plan
• Paid time off

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