1290 Funds Sales Desk Manager (HYBRID)

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 seeking a results-driven 1290 Funds Sales Desk National Manager to join our Charlotte, NC team. In this role, you'll lead and develop a team of Internal Wholesalers who support Equitable Advisors, third-party advisors, consultants, and field wholesalers in driving sales of 1290 Funds retail mutual funds.

Responsibilities

• Lead team of 4+ licensed Internal Wholesalers
• Manage all internal wholesaler daily activity and interaction with Equitable Advisors, outside brokers, wholesalers & potential prospects
• Develop, implement and maintain regular coaching and training activities for internal wholesalers
• Supervising Principal, monitor activities and licensing requirements to ensure team is compliant
• Actively participate in coordinating offers and presentations to high profile or high asset prospects
• Develop and maintain metrics for activity tracking and campaigns, such as inbound/outbound calls, quality advisor engagement and pipeline follow-up – to ensure consistent, regular and meaningful contact is maintained with Financial Professionals and 3rd Party Advisors
• Coordinate useful feedback from field on market trends, competitive landscape & present to appropriate business area leadership on regular basis
• Manage tight control of prospect pipeline, ensuring current statuses are regularly updated and proper resources are applied for elite advisor prospects
• Initiate and provide individual feedback, career development, performance evaluation, motivation and discipline
• Report to Senior Leadership on team’s performance and provide insight and solutions to business needs
• Partner with other business teams to help drive sales initiatives, firm strategies and goals

Requirements

• Bachelor’s degree
• 4+ years hands on experience with investment products and platforms
• Series 6 or 7 (required to obtain in near future), 63 and 24/26 (will be required to obtain Series 24 within 120 days)
• Internal or external sales related experience
• Proven track record of motivating, coaching, relationship management, customer service and sales
• Ability to perform well in an agile environment, pivoting & effectively driving shifts in strategy to dominate new challenges or changes in competitive environment or market
• Salesforce or similar CRM experience
• Working proficiency of Microsoft Office programs (Word, Excel, Outlook, etc.)
• Skilled at building relationships vertically and horizontally within the organization, as well as with brokers/advisors selling in this market
• Ability to understand pricing structures of advisory programs and fund costs, and be able to communicate in clear and concise manner
• Solid verbal and written communication skills

Qualifications

• People Management experience
• Industry Knowledge: Knowledge of the organization's industry group, trends, directions, major issues, regulatory considerations, and trendsetters; ability to apply industry knowledge appropriately to diverse situations
• Lead Generation: Knowledge of principles, approaches and tools used in generating leads; ability to develop, deploy and implement lead generation program
• Listening: Knowledge of effective listening issues and techniques; ability to gather, clarify, and apply information transmitted verbally, while exhibiting a genuine interest toward the speaker
• Negotiating: Knowledge of successful negotiation concepts and techniques; ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative manner
• Selling: Knowledge of diverse sales tools, tactics and techniques and ability to use these to persuade a person to buy a product or service
• Strategic Sales Planning: Knowledge of sales principles, processes, techniques and tools; ability to develop sales plans that are future-oriented, support business strategy and reflect understanding of emerging, as well as existing, opportunities and markets

Pay and Benefits

The base salary for this position is $90,000. This role is eligible for variable compensation. For eligible employees, Equitable provides a full range of benefits, including 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