EQ

Equitable

6 open positions available

2 locations
1 employment type
Actively hiring
Full-time

Latest Positions

Showing 6 most recent jobs
EQ

Regional Vice President, Group Retirement in NorCAL, OR, WA, AK & HI (REMOTE+TRAVEL)

EquitableAnywhereFull-time
View Job
Compensation$90K - 90K a year

Drive sales growth of 401(k) and 457(b) products through prospecting, relationship management, and territory development. | 7+ years of 401(k)/457(b) wholesaling experience in the Western region, with FINRA Series 6 or 7, Series 63, and Life & Health Insurance Licenses in specified states. | 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 Group Retirement Regional Vice President to support the Northwest Territory. The Regional Vice President (RVP) is responsible for driving growth of 401(k) and governmental 457(b) sales through both Equitable Advisors (retail), 3rd party financial advisors in the Pacific Northwest territory focused on Northern California, Washington, Oregon, Hawaii, and Alaska. What You'll Be Doing Key Job Responsibilities Primary responsibilities include: · Developing sales pipeline, generating activities to drive proposal development and point of sale meetings to attain assigned goal. · Leverage internal sales desk to grow in assigned region and follow up on sales desk leads. · The candidate will be responsible for communicating with Divisional Vice President (DVP) and Player Coach on an ongoing basis regarding territory sales activities and sales goal attainment. · You will work remotely from your home office and travel up to 80%25 as needed. The base salary for this position is $90,000. This role is eligible for variable compensation. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits: Equitable Total Rewards Program What You Will Bring · 7+ years of 401(k)/457(b) wholesaling experience in the Western region, primarily in the Pacific Northwest (Northern California, Washington, Oregon, Hawaii, and Alaska) · Thorough working knowledge of 401(k)/457(b), cash balance and managed account products · FINRA Series 6 or 7, and Series 63 Registrations · Life & Health Insurance Licenses in Northern California, Washington, Oregon, Hawaii and Alaska Preferred Qualifications · Bachelor's degree · Professional Designations CLU, ChFC or CFP are viewed favorably · Exceptional communication/interpersonal skills with excellent computer and organizational skills Skills Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality. Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization. Knowledge of Sales Channels: Knowledge of meanings and features of sales channels; ability to coordinate multiple and diverse options for selling an organization's products and services. Producing Results: Understanding of the criticality of getting things done in spite of current circumstances and the ability to utilize assigned resources and leverage back-channel resources (individuals or teams) to achieve or exceed planned outcomes. Prospecting: Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market. Sales & Marketing: Knowledge of the strategies and operations for promoting the organization products, services and reputation; ability to develop and implement these strategies and operations. Territory Management: Knowledge of territory management practices, tools and techniques; ability to manage and maximize insurance business performance for one or multiple geographical area(s). About Equitable At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more. ********** 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. 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 (212) 314-2211 or email us at TalentAcquisition@equitable.com.

Sales Strategy
Territory Management
Financial Products Knowledge
Direct Apply
Posted 7 days ago
EQ

Divisional Vice President, Individual Retirement (REMOTE+TRAVEL)

EquitableAnywhereFull-time
View Job
Compensation$150K - 150K a year

Leading organizational strategy, global communications, and fundraising efforts for humanitarian and nonprofit organizations. | Extensive experience in nonprofit leadership, global strategy, and communications, but lacking specific financial sales, wholesaling, and securities industry experience. | 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 an experienced and dynamic Divisional Vice President to support Individual Retirement sales and a team of External Wholesalers in the Northeast/New England/New York markets. What You’ll Be Doing · Direct responsibility for the hiring, training and motivating of Third-Party Channel wholesalers. · Wholesaler management includes accountability for hitting sales, activity and budget targets. · Field activities include routine travel and wholesaler training in areas such as product training, presentation skills and territory management. · Assist in the building and execution of sales and marketing plans for Equitable Distributors’ (EDL) with senior management and Key Accounts. · Manage their division within budget: T/E, focus firm discretionary and DVP discretionary budgets. · Strategic Awareness: Provide input into the strategic direction of EDL in a way that is consistent with senior management and conforms with the profitability targets of EDL and Equitable. This position offers a remote work arrangement plus up to 90%25 travel for business needs. Periodic office visits may be requested based on business needs. The base salary for this position is $150,000. This role is eligible for variable compensation. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits: Equitable Total Rewards Program What You Will Bring Required Qualifications · Associate/Bachelor’s degree in business, finance or relevant work experience · 7+ years of Variable Annuity and/or Mutual Fund wholesaling experience · Proven Success in ability to train and development wholesalers · FINRA Series 7, 63, 24 & 26 registrations · Resident State Life, Health and Variable Annuities Insurance license · Able to travel extensively (up to 90%25) for business needs Preferred Qualifications · Prior people and sales management experience highly desired · Work background in the Financial Services/Securities industry · Thorough knowledge of Advanced Markets as well as basic understanding of additional areas such as wrap programs, money management, and fundamental and technical analysis · Outstanding presentation and proven sales skills · Highly organized and able to manage a large team of wholesalers to success · Exceptional verbal and written communication skills Skills Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization. Knowledge of Sales Channels: Knowledge of meanings and features of sales channels; ability to coordinate multiple and diverse options for selling an organization's products and services. Prospecting: Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market. Sales & Marketing: Knowledge of the strategies and operations for promoting the organization products, services and reputation; ability to develop and implement these strategies and operations. Sales Closing and Agreements: Knowledge of sales closing and agreements related processes, techniques and skills; ability to close deals and reach final sales agreements. Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs. Sales Training: Knowledge of sales training methodologies; ability to ensure that sales and sales management employees have the knowledge and skills required to meet both tactical and strategic sales objectives. Territory Management: Knowledge of territory management practices, tools and techniques; ability to manage and maximize insurance business performance for one or multiple geographical area(s). About Equitable At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more. ********** 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. 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 (212) 314-2211 or email us at TalentAcquisition@equitable.com.

Strategic Leadership
Fundraising & Development
Crisis Management
Direct Apply
Posted 9 days ago
EQ

Director of Information & Cybersecurity Compliance (HYRBID)

EquitableAnywhereFull-time
View Job
Compensation$200K - 250K a year

Lead and improve the organization's cybersecurity compliance program, manage audits and third-party assessments, and develop a high-performing team. | Extensive experience in cybersecurity compliance, audit, or legal roles, with leadership skills and knowledge of regulatory landscapes. | About the position 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 Director of Information & Cybersecurity Compliance who will be responsible for advancing and further improving our cyber compliance and risk assurance function. Reporting directly to the Chief Information Security Officer, the Director will oversee third-party risk and vendor assurance, regulatory and audit engagements, and client driven security reviews. The ideal candidate brings a strong foundation in cyber law, IT audit or information security risk management, paired with the executive presence and judgement required to represent the organization in external interactions. The position will manage a high-performing team and will be responsible for setting strategy, driving execution and continuously improving the effectiveness of the compliance program. Responsibilities • Design, implement, and continuously enhance the organization’s information security compliance program, ensuring alignment with regulatory requirements and industry best practices (e.g. NIST CSF, ISO, CIS, SOC, etc.). • Serve as a trusted advisor on compliance risks, emerging regulatory requirements and strategic security initiatives. • Lead enterprise control assurance and compliance testing programs, identifying gaps, driving remediation and ensuring continuous improvement. • Maintain audit readiness through routine control evaluations, evidence management and collaborative remediation planning across functions. • Oversee the 3rd party vendor security assessment function, due diligence and risk scoring, ensuring alignment with internal standards and regulatory obligations. • Act as a subject matter expert for security assessments and guide responses to questionnaires. • Lead interactions with examiners, audit and client review teams. • Drive enterprise readiness for regulatory examinations and coordinating cross-functional preparation. • Direct enterprise security risk assurance reviews and ensure risks are documented, communicated and addressed effectively through structured risk management plans. • Build, mentor and empower a high-performing compliance and assurance team, fostering a culture of accountability, growth and partnership. • Communicate complex regulatory and technical topics in accessible terms to executives, business leaders, clients and operational teams. • Continue to build strong trusted relationships across IT, Audit, Legal, Privacy and Risk Management teams. • Performs additional responsibilities as requested to meet overall business objectives. Requirements • Bachelor’s degree in Computer Science or a related discipline • Established foundation in cyber law, regulatory compliance or equivalent experience working closely with legal and regulatory bodies. • 8+ years in information security, compliance, audit, legal and/or cyber risk management roles with increasing leadership responsibility. • Demonstrated experience managing regulatory interactions, security audits, and enterprise compliance programs. • Proven skills leading and developing high-performing teams in complex, regulated environments. • Established understanding of cybersecurity regulatory landscapes and assurance practices within large organizations. • Passion for leading, coaching, and developing team members. • Agile Methodologies: Knowledge of concept and principles of agile methodology; ability to apply appropriate agile approaches in the processes of software development and delivery. • Coaching Others: Knowledge of coaching and mentoring concepts and methods; ability to encourage, motivate, and guide individuals in learning and improving effectiveness. • Information Security Management: Knowledge of the processes, tools and techniques of information security management; ability to deploy and monitor information security systems, while detecting, controlling and preventing violations of IT security. • IT Governance: Knowledge of the accountability framework and processes used to encourage proper behavior in IT activities and operations; ability to implement IT systems and controls to meet business needs and requirements. Nice-to-haves • Juris Doctorate or Master’s in Cybersecurity • CISSP, CISM, CISA, CRISC or equivalent credentials Benefits • Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. • For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off.

Cybersecurity compliance
Regulatory audits
Third-party risk management
Verified Source
Posted 9 days ago
EQ

Employee Benefits Sales Executive, Colorado

EquitableAnywhereFull-time
View Job
Compensation$60K - 60K a year

Develops and maintains client relationships, meets sales targets, and provides consultative analysis for employee benefits products. | Experience in group insurance sales, life and health insurance licensing, and success in territory management, especially within Colorado preferred. | 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 Sales Executive to join our Employee Benefits (Group Insurance) team! You will work in conjunction with regional and national distribution leadership to drive prospect activity and sales in the Utah and Colorado market, working remotely from a home office with travel in the assigned territory. What You’ll Be Doing · Develop and maintain strategic business relationships with brokerage firms, consulting houses, General Agencies (GA’s) and PEOs · Meet or exceed activity goals as it relates to new client meetings, quote activity, relationship management and annual premium sales goals · Responsible for generating proposals for group Life, Dental, Disability, Vision, Critical Illness, Accident, & Hospital Indemnity clients in target market of 20-500+ lives in designated territory · Provide consultative analysis and recommendations to distribution channel partners and prospective clients · Construct and maintain a business plan for your designated territory based on sales and strategic initiatives · Build long-lasting, mutually beneficial relationships with external contacts and internal departments to create a better customer experience · Meet or exceed assigned premium, proposal activity and meeting targets monthly, quarterly and annually · Coordinate and track client events, meetings, appointments, and conferences · Coordinate with the Regional Account Manager on the delivery of all proposals · Remain current on company offerings and industry trends through market research, business area meetings, conferences, and industry events This position offers a remote work arrangement plus up to 75%25 travel for business needs. Periodic office visits may be requested based on business needs. 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. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits: Equitable Total Rewards Program What You Will Bring Required Qualifications · Experience and documented success in sales or marketing within the Group Insurance industry (Employee Benefits: Life, Dental, Disability, Vision and Supplemental Health) · Group Insurance (Employee Benefits: Life, Dental, Disability and Vision) sales experience · Life and Health Insurance license Preferred Qualifications · Demonstrated success of sales within state of Colorado · A self-motivated, driven individual who is goal oriented and able to take ownership of assigned territory to develop strong, long-term relationships · Exceptional Communication skills · Demonstrated ability to develop trust and credibility easily and quickly, with exceptional communication skills · Thorough understanding of Equitable Employee Benefits product portfolio and the benefits each one offers · Ability to partner with local, regional and national service/account management, underwriting and home office personnel Skills Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies. Creativity: Knowledge of the approaches, tools, and techniques for promoting creative, original thinking and ability to apply it to a variety of business situations. Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization. Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion. Territory Management: Knowledge of territory management practices, tools and techniques; ability to manage and maximize insurance business performance for one or multiple geographical area(s). About Equitable At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more. ********** 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. 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 (212) 314-2211 or email us at TalentAcquisition@equitable.com.

Sales and marketing within the Group Insurance industry
Relationship building and strategic partnership development
Communication and consultative analysis
Direct Apply
Posted 22 days ago
Equitable

Employee Benefits- Client Implementation Quality Auditor

EquitableAnywhereFull-time
View Job
Compensation$47K - 60K a year

Conduct quality audits of client implementation processes, analyze data trends, provide feedback to leadership, and maintain audit programs ensuring compliance and efficiency. | Requires 2+ years experience in group employee benefits, insurance operations, account management or quality audit, strong attention to detail, critical thinking, communication, and collaboration skills. | Employee Benefits- Client Implementation Quality Auditor (250000HW) Primary Location : UNITED STATES-NC-Charlotte Other Locations : UNITED STATES-Remote Organization : Equitable Schedule : Full-time Description 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? Incumbent will serve as the primary quality auditor for key areas around the group and member level implementation processes. Incumbent will drive a positive experience for the timely and accurate implementation of each client through collaboration leaders within implementation. Incumbent will focus on quality audits, data analysis and roll up as well as frequent review of best known practices to assure audit efficiencies are met. Incumbent will assist with the development and refinement of the end-to-end implementation process. Responsibilities • Ensure Accuracy and compliance of operations specifically relating to the Implementation process • Provide feedback on missed parameters to auditee’s • Track trends and provide feedback to Leaders • Consistently be reviewing/determining if parameters should be changed to better meet the needs of the team/company • Monthly Rollups of SLAS and Quality sent to leadership • Weekly rollups sent to IEM/IR and Leader every Friday of audits completed that week. • Ensure proper protocols and SOP’s are followed. • Maintain, Update and Change the audit program based on new criteria/parameters developed through change of processes or development of new processes. • Collaboration- Work closely with Implementation Leadership to develop new criteria or updated criteria for audits as well as letting the managers know when auditee’s could have potential coaching opportunities. • SOX compliance related data gathering The base salary range for this position is $47,000 - $60,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits: Equitable Total Rewards Program Qualifications Required Qualifications • BS/BA degree or equivalent work experience • 2+ years of experience in Group Employee Benefits, Insurance Operations, Account Management or Quality Audit Experience • Time Management • Attention to Detail- Auditor must be willing to dive into the details a be meticulous in their examination of the cases Organized • Critical Thinking- Auditor must be able to examine, assess and effectively communicate the results of their findings. • Communication and Collaboration- The auditor role works closely with Implementation management to assess and communicate issues with audits as well as developing the audit program. • Confidential/Integrity- The auditor must always be confidential as they are providing feedback to the employee and management. • Objectivity- Auditors must maintain unbiased or impartial perspectives. • Self-Starter- The auditor must be someone who doesn’t need a lot of encouragement to complete their work, this should be someone that has a daily/weekly plan. Work Hours: 8 Hour shift to be worked between 8AM-7PM EST (as to be determined by your leadership) Preferred Qualifications • SalesForce experience is a plus Skills Data Gathering and Reporting: Knowledge of tools, techniques and processes for gathering and reporting data; ability to practice them in a particular department or division of a company. Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Internal Controls: Knowledge of concept, methods, and processes of internal control; ability to create, implement, evaluate and enhance processes in internal controls. Knowledge of Organization: Knowledge of the organization's vision, structure, culture, philosophy, operating principles, values, and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance. Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. ABOUT EQUITABLE At Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. • ********* 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. 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 (212) 314-2211 or email us at TalentAcquisition@equitable.com.

Quality Auditing
Data Analysis
SOX Compliance
Internal Controls
Communication
Collaboration
Time Management
Verified Source
Posted 5 months ago
Equitable

Regional Vice President, Group Retirement in OR, WA & AK

EquitableOregon City, ORFull-time
View Job
Compensation$90K - 90K a year

Drive growth of 401(k) and governmental 457(b) sales in the Northwest Territory by developing sales pipeline, managing sales activities, and collaborating with leadership while working remotely and traveling extensively. | 7+ years of 401(k)/457(b) wholesaling experience in the Pacific Northwest, securities registrations (Series 6/7 and 63), Life & Health Insurance licenses in OR, WA, and AK, and strong sales and communication skills. | 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? Equitable is looking for a dynamic Group Retirement Regional Vice President to support the Northwest Territory. The Regional Vice President (RVP) is responsible for driving growth of 401(k) and governmental 457(b) sales through both Equitable Advisors (retail), 3rd party financial advisors in the Pacific Northwest territory focused on the states of Washington, Oregon, and Alaska. Key Job Responsibilities Primary responsibilities include: • Developing sales pipeline, generating activities to drive proposal development and point of sale meetings to attain assigned goal. • Leverage internal sales desk to grow in assigned region and follow up on sales desk leads. • The candidate will be responsible for communicating with Divisional Vice President (DVP) and Player Coach on an ongoing basis regarding territory sales activities and sales goal attainment. • You will work remotely from your home office and travel up to 80% as needed. The base salary for this position is $90,000. This role is eligible for variable compensation. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits: Equitable Total Rewards Program Required Qualifications • 7+ years of 401(k)/457(b) wholesaling experience in the Western region, primarily in the Pacific Northwest (Washington, Oregon, & Alaska) • Thorough working knowledge of 401(k)/457(b), cash balance and managed account products • FINRA Series 6 or 7, and Series 63 Registrations • Life & Health Insurance Licenses in Oregon, Washington and Alaska Preferred Qualifications • Bachelor's degree • Professional Designations CLU, ChFC or CFP are viewed favorably • Exceptional communication/interpersonal skills with excellent computer and organizational skills Skills Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality. Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization. Knowledge of Sales Channels: Knowledge of meanings and features of sales channels; ability to coordinate multiple and diverse options for selling an organization's products and services. Producing Results: Understanding of the criticality of getting things done in spite of current circumstances and the ability to utilize assigned resources and leverage back-channel resources (individuals or teams) to achieve or exceed planned outcomes. Prospecting: Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market. Sales & Marketing: Knowledge of the strategies and operations for promoting the organization products, services and reputation; ability to develop and implement these strategies and operations. Territory Management: Knowledge of territory management practices, tools and techniques; ability to manage and maximize insurance business performance for one or multiple geographical area(s). About Equitable At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. 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. 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 (212) 314-2211 or email us at TalentAcquisition@equitable.com. Primary Location UNITED STATES-OR Other Locations UNITED STATES-Remote, UNITED STATES-WA Organization Equitable Schedule Full-time

401(k)/457(b) wholesaling
FINRA Series 6 or 7 and Series 63 Registrations
Life & Health Insurance Licenses
Sales pipeline development
Territory management
Effective presentations
Prospecting
Sales & marketing
Verified Source
Posted 5 months ago

Ready to join Equitable?

Create tailored applications specifically for Equitable with our AI-powered resume builder

Get Started for Free

Ready to have AI work for you in your job search?

Sign-up for free and start using JobLogr today!

Get Started »
JobLogr badgeTinyLaunch BadgeJobLogr - AI Job Search Tools to Land Your Next Job Faster than Ever | Product Hunt