Internal Wholesaler- Mutual Funds

6 days ago

Charlotte, NC, United States Equitable Holdings 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?

This role is dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to professional financial intermediaries such as broker-dealers, banks, independent financial planners, and Equitable Advisors, the company's retail distribution organization. The sales team is responsible for cultivating new relationships with firms and financial advisors, while maintaining our relationships with existing partners. 

Key Job Responsibilities 

  • Initiates and/or follows up on sales calls; provides intermediaries with sales ideas; answers product questions; prepares proposal materials; runs illustrations; identifies new sales opportunities; and launches new products.
  • Client support activities may include: handling meeting coverage requirements; preparing for due diligence meetings; providing wholesaler communication and training; and completing sales analysis
  • Works closely with sales staff on increasing sales in the assigned region and in developing and maintaining assigned intermediary relationships
  • Identifies client needs & coordinates efforts to service assigned intermediaries
  • Leverages strategic relationships with investment providers, advisors, and clients; helps articulate key messages regarding the investment portfolio, major market events, and changing areas of investment opportunity

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

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