Sr. Internal Wholesaler- Life Insurance (HYBRID)
Equitable Holdings - Charlotte, NC
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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 Sr. Internal Wholesaler to help increase life insurance sales and strengthen client relationships through proactive outbound calls in addition to inbound phone activity, emails and webinars. Sr. Internal Wholesalers partner with a Regional Vice President (External Wholesaler) in the field and are responsible for driving activity and sales as a team. Senior Internal Wholesalers are expected to provide leadership within team through mentorship and support. What You’ll Be Doing Successful employees are expected to accomplish the following: 20 quality phone conversations daily. (Quality is defined as any conversation advancing the sales process that allows the internal to probe, educate, position, and/or present Equitable as the company to sell.) 50-60% of your day spent on the phone. This is a proactive sales role where the internal wholesaler is a driver of results in the territory. A full understanding of Asset Location vs Allocation and the ability to present the concept and tie into advisor conversations Provide an exceptional customer experience with the mindset of going above and beyond with every client interaction we have Ownership of a sales pipeline and a full understanding of what’s required to move things forward Participate and actively engage in all sales desk campaigns and targeted marketing efforts Clear and defined expectations/plan surrounding partnership with external counterpart in your territory Achieve over 100% of annual sales goal This position offers a hybrid work schedule, with an on–site presence of 2–3 days per week combining flexibility with team collaboration. 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
Created: 2026-03-10