Job Description – Investment Sales Specialist (21000090)
Investment Sales Specialist
Primary Location : UNITED STATES-NC-Charlotte
Organization : Equitable
Schedule : Full-time
At Equitable, our power is in our people.
We’re individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities.
Here, you’ll work with dynamic individuals, build your skills, and unleash new ways of working and thinking.
Are you ready to join an organization that will help unlock your potential?
Who We Are
The Equitable Advisors Investment Sales Desk plays an essential role within the Broker Dealer/Corporate RIA front office. Investment Product Sales Specialists operate as hybrid wholesalers within an assigned territory supporting Financial Professionals’ sales process and investment practice management throughout Equitable’s retail distribution system.
What We Do
The Sales Desk Specialists are the firm’s subject matter experts on the expansive product universe of Equitable Advisors Broker Dealer/Corporate RIA investment platform and the investment sales process. Support will also include training, product knowledge, and investment research, promoting sales concepts, and consulting on sales opportunities.
This role provides sales support in the form of outbound calls within an assigned territory, branch visits, in-person and virtual presentations, and answering incoming inquiries working exclusively with the Equitable Advisors field force. Specialists are responsible to cultivate productive working relationships as a dedicated headquarters resource for Financial Professionals in their territory.
The platform includes advisory and managed portfolio programs, mutual funds, equities, fixed income, alternative investments, and brokerage.
This opportunity presents the chance to join a high-performing and collaborative team environment to grow your career with a premier Broker Dealer/Corporate RIA.
- Bachelor’s degree
- 4+ years investment industry experience
- FINRA Licenses Series 7, 63, 65 or 66
- Demonstrated sales, customer service and presentation skills in large and small group settings
- Managed account, mutual fund, or brokerage experience
- The ability to manage multiple activities and priorities simultaneously
- Experience working with investment products, Financial Professionals, or end-clients, wrap or investment advisory programs
- Problem resolution skills required and must be motivated, sales-oriented, and persistent
- Proven writing and verbal communications skills
- Established experience working with Word, Excel, PowerPoint
- Morningstar Advisor Workstation experience strongly preferred
- Progress towards or desire to pursue advanced industry designations
We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.
As an employer, Equitable is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. Equitable has been recognized and certified as a great place to work by the Great Place to Work Institute.
We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave Equitable. Almost 40% of our open jobs are filled with current employees.
In addition to competitive compensation and an outstanding benefits package including 401(k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.
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.