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

Primary Location UNITED STATES - NC - Charlotte Organization Equitable Schedule Full‑time; hybrid or remote with 2–3 days on site required if near office About the Role The Senior Life Internal Wholesaler, Asset Location Specialist is responsible for increasing asset‑location sales and strengthening client relationships through proactive sales calls, inbound phone activity, case design, emails and webinars. The position partners with a Regional Vice President to demonstrate how life insurance can complement traditional investment portfolios and to drive sales as part of a retail wholesaling team. What You’ll Be Doing Present a full understanding of Asset Location and its value to clients’ financial plans Deliver an exceptional customer experience and exceed client expectations in every interaction Manage a sales pipeline and work collaboratively with the Regional Vice President to move opportunities forward Act as liaison between home office and Regional Vice Presidents, coordinating strategy and strengthening relationships Build tailored business plans to support territory growth and drive sales results Provide inbound sales desk support and answer questions from financial professionals about products and positioning strategies Participate in sales desk campaigns and targeted marketing efforts Achieve over 100% of the annual sales goal Benefits Base salary of $60,000, plus variable compensation. Full range of benefits including medical, dental, vision, 401(k) plan, and paid time off. Requirements 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 a license within 30 days of hire Preferred Qualifications Unusually high customer‑centric attitude High degree of confidence when engaging with customers Self‑starter who can create opportunities for themselves Enthusiasm and ability to convey passion over the phone Storyteller who can communicate concepts clearly Ownership and follow‑through on commitments Sense of urgency in all interactions, internal and external Open to mentoring and coaching Skills Client Relationship Management: knowledge of client relationships and ability to address issues to meet client needs 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 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. Equitable participates in the E‑Verify program. If a 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 View email address on click.appcast.io . #J-18808-Ljbffr