Sales Associate, Annuity Sales Desk

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.

Are you ready to jump‑start your sales career with a company that’s energetic, supportive, and growth‑focused? We are hiring motivated Sales Associates to join our Annuity Sales Desk —your launchpad into a fast‑paced internal wholesaling career.

You’ll begin in our 12‑week Sales Launch Training Program , learning annuity fundamentals, product positioning, and advanced sales techniques while preparing for your Series 6 and 63 licenses. Once licensed, you’ll become a go‑to resource for financial professionals, answering product questions, supporting sales conversations, and helping advisors do business seamlessly with Equitable.

As you develop, you’ll build strong partnerships with Regional Vice Presidents and position yourself for potential promotion into a Regional Sales Associate (RSA) role. If you’re competitive, relationship‑driven, and excited to grow in financial sales, this is your opportunity! Our training class begins on Monday, January 25, 2027.

This position offers a hybrid work schedule for both initial 12 week training program and beyond, with an on–site presence in our Charlotte, NC office 3 days per week combining flexibility with team collaboration.

What You’ll Be Doing

• Join our Sales Launch Training Program where you’ll spend 12 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.

The base salary for this position is $50,000. This role is eligible for variable compensation after required registrations and licenses are obtained.

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