2024 Summer Intern - Individual Retirement Sales Desk

Equitable

Dec 7, 2023

Applications are closed

Internship
Full-time
Summer Internship
Sales & Business Development
Charlotte

Requirements

Interest in working in Sales
Leadership skills and experience in school/extra-curricular activities
Entrepreneurial qualities and competitive spirit
Ability to thrive in a demanding and fast-paced environment
Rising senior in an accredited Bachelor’s degree program (Class of 2025) preferred
Ability to work during the full 9-week program
Competencies and Skills:
Values differences: Recognizes the value different perspective and cultures brings to an organization.
Applies business insights: Applies knowledge of business and the marketplace to advance the organization’s goals
Build strong teams: Builds strong identity teams that apply their diverse skills and perspective to achieve common goals.
Cultivates innovation: Creates new and better ways for the organization to be successful.
Adapts and learns: Actively learns and adapts through experimentation when tackling new problems and situations, using both successes and failures to develop and learn.

Responsibilities

Participate in in-depth trainings on Equitable’s annuity products.
Shadow members of the internal wholesale team to learn
Creating partnerships with external wholesalers, Financial Professionals, major firms and other stakeholders
Coaching Financial Professionals in making sales pitches to client
Interpreting and explaining annuity hypotheticals/illustrations
Making pro-active phone calls to generate sales
Perform ad-hoc projects related to the sales of annuity products

Equitable

Finance

Industry

5001-10,000

Employees

Mission & Purpose

Equitable is one of America’s leading financial services companies. Founded originally in 1859*, the company’s mission is to help clients secure their financial well-being with advice, protection and retirement strategies for individuals, families and small businesses. Equitable is the brand name of Equitable Holdings, Inc. and its family of companies, including Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY); Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company with main administrative headquarters in Jersey City, NJ; Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN) and Equitable Distributors, LLC. Equitable Distributors, LLC ("EDL") is the wholesale distribution company of Equitable Financial Services, LLC and its family of companies, and is one of the largest insurance and wealth management organizations. EDL is dedicated to the distribution of the innovative line of life insurance and annuity products issued by Equitable Financial and Equitable America. EDL has more than 400 employees working with over 650 distribution partners and Equitable Advisors, LLC the company's retail distribution organization. EDL does not offer investment, insurance or other financial products or services directly to the general public or to retail customers. Please contact your appropriately registered/licensed financial professional.