Senior Life Internal Wholesaler, Asset Location Specialist (HYBRID OR REMOTE)

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. This Senior Life Internal Wholesaler – Asset Location Specialist role is designed to help you learn the business while simultaneously adding value to the lives and businesses of our customers. This role will grow with you; once mastered, you can choose multiple career paths. If you love talking to people, are coachable, and have a self‑starter mentality, this may be the job for you! The job is designed to increase asset location sales and strengthen client relationships through proactive sales calls, inbound phone activity, case design (illustrations), emails, and webinars. Asset Location Specialists partner with a Regional Vice Presidents (external wholesaler) in the field and are responsible for driving activity and sales as a team. Our wholesaling teams focus on Asset Location – the strategic use of different tax buckets to improve overall tax efficiency, especially in retirement. Permanent life insurance can play a key role as the tax‑free bucket within this strategy. Asset Location Specialists partner with their RVP to demonstrate the concept to advisors and show how life insurance can complement traditional investment portfolios through tax‑advantaged accumulation and potential tax‑free access to policy values. What You’ll Be Doing Providing a full understanding of Asset Location, the value it presents to a client’s financial plan, and the ability to present and tie the concept into advisor conversations. Providing an exceptional customer experience with the mindset of going above and beyond with every client interaction. In conjunction with your Regional Vice President, displaying ownership of your sales pipeline with an understanding of what’s required to move things forward. Acting as a liaison between our home office and Regional Vice Presidents, helping to coordinate strategy, share insights, and strengthen relationships. Delivering quality phone conversations daily. Collaborating with Regional Vice Presidents to build tailored business plans that support territory growth and drive sales results. Providing inbound sales desk support, answering questions from financial professionals about products, sales concepts, marketing materials, and positioning strategies. Participating and actively engaging in sales desk campaigns and targeted marketing efforts. Achieving over 100% of annual sales goal. Compensation and Benefits 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 including medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the linked Equitable Total Rewards Program. Required Qualifications 2+ years of professional work experience in the Financial Services Industry and/or sales experience. Familiarity with wealth planning and/or financial planning concepts. Life & Health license or ability to obtain within 30 days of hire. FINRA Series SIE, Series 6, Series 63 registrations (Active). Preferred Qualifications Unusually high customer‑centric attitude. High degree of confidence when engaging with customers. Self‑starter who can create opportunities for themselves. Enthusiasm – can convey passion over the phone. Storyteller. Ownership – follow through on commitments. Carries a sense of urgency through all interactions both internal and external. Open to mentoring and coaching. Skills Client Relationship Management: Knowledgeable in addressing client issues and maintaining partnered relationships. Knowledge of Product Line: Ability to develop product line processes and strategies. Lead Generation: Knowledge of principles and tools for generating leads. Selling: Ability to use diverse sales tools, tactics and techniques to persuade a person to buy a product or service. Location UNITED STATES-Remote Other Locations: UNITED STATES-NC-Charlotte Schedule Full‑time EEO Statement 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. Accommodations 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 View phone number on click.appcast.io or email us at View email address on click.appcast.io. #J-18808-Ljbffr Equitable