EDL - PSA Sales Desk (Annuity Internal Sales Trainee) (HYBRID)
Equitable · Charlotte, North Carolina, US
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...
Job description
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. Equitable is looking for a dynamic Product Sales Associate (PSA) to join our team! This position is a Hybrid work position based out of our Charlotte, NC office. What You'll Be Doing: 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...