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Form of workAt 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 Director of Sales Training to join the Individual Retirement team. This position will focus on training our Annuities group. You will work remotely with 10% travel as needed.
Key Job Responsibilities
- Senior leadership role responsible for the strategic direction on execution of Sales Training for industry leading annuity distribution.
- Designs, delivers and evaluates required product training for new product launches. Partners with Product Development teams to identify gaps in product knowledge and executes necessary training to increase the knowledge base of sales force.
- Create best practices to enable the sales force to "practice" learned training through roleplays and other mediums.
- Establishes a training program that will be used for onboarding new Individual Retirement wholesalers and ongoing refresher training based on need and enhancements.
- Assess the professional skill development needs of the sales force and executes necessary training programs to address these needs. Identifies training programs from outside vendors to leverage with sales force.
- Monitors and reports wholesaler participation in required trainings and maintains record for Compliance.
The base salary range for this position is $105,000-$156,000. 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
Required Qualifications
- Bachelor's degree
- 7 years of sales or training experience with variable annuities
Preferred Qualifications
- CFP, CLU, ChFC, or RICP advanced designations strongly desired
- Wholesaling experience with variable annuities, a big plus
- Excellent project management skills
- Excellent written skills
- Ability to work both independently and as a member of a team
Skills
Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.
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.
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).
Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.
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.
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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.
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