FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in sales strategies, objection handling, and product positioning within the financial services sector. Holds or is willing to obtain necessary licenses while providing exceptional service and support to financial professionals.
Highest-signal resume keywords
Series 6 LicenseSeries 63 LicenseResident Life LicenseVariable Insurance LicenseSales Pipeline Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales StrategiesObjection HandlingProduct PositioningNegotiationPersuasionSolutions-Based SellingPresentation TechniquesMultitaskingAttention to DetailSelf-Management
Soft Skills
Coachable DemeanorPositive AttitudeCollaborationFlexibilityEffective Listening
Tools & Technologies
Effective Presentation ToolsSales Tracking Tools
Certifications & Qualifications
Series 6 LicenseSeries 63 LicenseResident Life LicenseVariable Insurance License
Industry Keywords
Financial ServicesInvestment ManagementSales Desk SupportTerritory GrowthInternal Wholesaling
About the role
Key responsibilities & impact- Complete the Sales Launch Training Program covering variable annuities, sales strategies, objection handling, and product positioning
- Prepare for and obtain Series 6 and Series 63 licenses
- Provide inbound sales desk support to financial professionals
- Answer questions about products, sales concepts, marketing materials, and positioning strategies
- Educate advisors on doing business with Equitable
- Deliver a best-in-class service experience
- Liaise between the home office and Regional Vice Presidents
- Coordinate strategy, share insights, and strengthen relationships
- Manage a sales pipeline and identify opportunities within assigned territories
- Track pipeline progress to maximize revenue potential
- Collaborate with Regional Vice Presidents on tailored business plans
- Support territory growth and drive sales results
- Develop toward a career in internal wholesaling and potential promotion to Regional Sales Associate
Requirements
What you’ll need- Must have Series 6 and Series 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 preferred but not required
- 1+ years of experience in sales/marketing preferred but not required
- Ability to work in a challenging and collaborative environment
- Ability to pay attention to detail and multitask
- High-level computer proficiency
- Coachable demeanor and positive attitude
- 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
- Knowledge of effective presentation tools and techniques
- Knowledge of methodologies, tools, and techniques for specific products
- Effective listening and information-gathering abilities
- Knowledge of effective self-management and prioritization practices
Benefits
Comp & perks- Variable compensation eligibility
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) plan
- Paid time off
- 6-week Sales Launch Training Program
- Dedicated study time, training support, and exam preparation resources
- Growth opportunities and internal mobility
- Flexible hybrid work schedule
- Comprehensive compensation and benefits supporting overall well-being