Sales Associate- Annuity Sales Desk (HYBRID)

Remote Full-time
Equitable is committed to helping clients secure their financial well-being, and they are seeking motivated Sales Associates to join their Annuity Sales Desk. This role involves participating in a 6-week Sales Launch Training Program, obtaining necessary licenses, and providing support to financial professionals while managing a sales pipeline and collaborating with Regional Vice Presidents. Responsibilities Join our Sales Launch Training Program where you’ll spend 6 weeks learning variable annuities, sales strategies, objection handling, and the fundamentals of product positioning Earn your Series 6 and Series 63 licenses with dedicated study time, training support, and exam preparation resources Provide inbound sales desk support, answering questions from financial professionals about products, sales concepts, marketing materials, and positioning strategies Serve as a trusted resource, educating advisors on how easy it is to do business with Equitable and delivering a best‑in‑class service experience Act as a liaison between our home office and Regional Vice Presidents, helping to coordinate strategy, share insights, and strengthen relationships Manage a strong sales pipeline, identifying opportunities within assigned territories and tracking progress to maximize revenue potential Collaborate with Regional Vice Presidents to build tailored business plans that support territory growth and drive sales results Demonstrate drive, energy, and enthusiasm, showing up ready to learn, compete, and grow in a career path that leads to internal wholesaling and beyond Skills Must have Series 6 and 63 licenses or be willing to obtain within 180 days of start date Must have Resident Life and Variable Insurance Licenses or be willing to obtain within 180 days of start date Experience in the financial or investment management industry is preferred but not required Ability to work in a challenging and collaborative environment Ability to pay attention to detail and multi-task 1+ Years of experience in sales/marketing is preferred but not required High-level of computer proficiency A coachable demeanor and positive attitude Demonstrated ability to work autonomously and as part of a cohesive team Demonstrated success in negotiation, persuasion, and solutions-based selling Ability to work in a fast-paced environment Flexibility to handle multiple priorities while maintaining a high degree of professionalism Benefits Medical Dental Vision A 401(k) plan Paid time off Company Overview Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families. It was founded in 1859, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is
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