What are the responsibilities and job description for the Life Sales Desk Manager position at Equitable?
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 dynamic and influential Life Sales Desk Manager to join our team. This role provides strategic leadership and hands-on direction for all aspects of the Life Sales Desk, a core function responsible for driving life insurance sales and meeting critical sales objectives.
The Life Sales Desk Manager will lead a high-performing team that delivers exceptional outbound sales support and solutions to Financial Professionals (FPs) across multiple sales channels. This position plays a key role in strengthening distribution relationships, advancing sales effectiveness, and supporting the broader sales organization.
This position offers a hybrid work schedule, with an on–site presence of 2–3 days per week combining flexibility with team collaboration.
Responsibilities
What You’ll Be Doing
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
What You Will Bring
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.
Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.
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.
Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
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.
Agile Project Management: Knowledge of effective agile project management strategies and tactics; ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources to achieve project objectives.
About Equitable
At Equitable, we’re a team 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. Click Careers at Equitable to learn more.
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.
Primary Location
UNITED STATES-NC-Charlotte
Organization
Equitable
Schedule
Full-time
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 dynamic and influential Life Sales Desk Manager to join our team. This role provides strategic leadership and hands-on direction for all aspects of the Life Sales Desk, a core function responsible for driving life insurance sales and meeting critical sales objectives.
The Life Sales Desk Manager will lead a high-performing team that delivers exceptional outbound sales support and solutions to Financial Professionals (FPs) across multiple sales channels. This position plays a key role in strengthening distribution relationships, advancing sales effectiveness, and supporting the broader sales organization.
This position offers a hybrid work schedule, with an on–site presence of 2–3 days per week combining flexibility with team collaboration.
Responsibilities
What You’ll Be Doing
- Enhance the quality and effectiveness of Life Sales Desk efforts to deliver exceptional outbound sales activity and comprehensive support to Financial Professionals across multiple sales channels
- Cultivate strong relationships between Equitable Distributors Life distribution and Financial Professionals by consistently exceeding FP expectations and adding value on every interaction
- Maintain high service levels while fostering superior performance standards across the Sales Desk team
- Support the external sales force management team and assist Financial Professionals throughout all stages of the sales process
- Drive consistency, accountability, and alignment with sales objectives and organizational priorities
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
What You Will Bring
- Bachelor’s degree
- 3 years of Internal Wholesaling or Sales Desk experience
- FINRA Series 6 or 7 and Series 63 registrations
- FINRA Series 26 registration or the willingness to obtain within 90 days of hire
- Resident Life and Variable insurance license, plus Non-Resident Life and Variable insurance licenses (all states and Puerto Rico), or willingness to obtain within 90 days of hire
- Demonstrated passion and drive for leading teams that consistently exceed performance objectives
- Builds strong teams – Creates high‑identity teams that leverage diverse skills and perspectives to achieve common goals
- Applies business insights – Uses knowledge of the business and marketplace to advance organizational objectives
- Values differences – Recognizes and leverages the value that diverse perspectives and cultures bring to the organization
- Cultivates innovation – Encourages new and improved ways of working to drive success
- Adapts and learns – Continuously learns and adapts through experimentation; uses both successes and failures to grow and develop
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.
Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.
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.
Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
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.
Agile Project Management: Knowledge of effective agile project management strategies and tactics; ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources to achieve project objectives.
About Equitable
At Equitable, we’re a team 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. Click Careers at Equitable to learn more.
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.
Primary Location
UNITED STATES-NC-Charlotte
Organization
Equitable
Schedule
Full-time
Salary : $100,000