Advanced Markets Sales Director at Equitable

Location: Remote, US
Salary: $225,000 Annually
Benefits: Dental Insurance, Vision Insurance... 
| Full-time

Title: Advanced Markets Sales Director

(Remote Travel)

Job Description – Advanced Markets Sales Director (Remote + Travel) (240000D4)

Primary Location



: Equitable


: Full-time


At 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?

The Advanced Markets Sales Director provides advanced sales expertise to financial advisors to help drive annuity sales. The Advanced Sales Director will also provide technical expertise and marketing support to financial advisors, external and internal wholesalers, and other home office personnel to increase annuity sales in retirement planning, income planning and trust planning.

Key Job Responsibilities

  • Deliver effective advanced sales presentations at Firm Conferences and Regional Meetings that educate financial advisors and a variety of financial planning strategies that will help increase annuity sales.
  • Deliver effective continuing education presentations at financial advisor cluster meetings that educate financial advisors and better position our annuity products in their book of business.
  • Develop marketing, sales, and educational material on advanced concepts in retirement income planning, charitable planning, and estate planning.
  • This role will require the selected candidate to travel up to 60% for business needs.

The total targeted compensation range for this position is $225,000 – $250,000. Total compensation varies based on skills, experience, geographical location and other factors.

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 or equivalent professional work experience
  • 10+ years supporting annuity sales in retirement income planning, charitable planning, and retirement planning
  • CLU, ChFC, CFP, RICP designations

Preferred Qualifications

  • Strong verbal and written communication skills
  • Effective presentation skills


Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.

Estate Planning: Knowledge of the concepts, processes, and operations of estate planning; ability to provide estate planning solutions for high net worth clients to meet their specific requirements.

Financial Planning Instruments (Pensions, Annuities, etc.): Knowledge of financial planning products, market segments and marketplaces; ability to analyze and apply knowledge of financial planning products to meet financial goals and objectives.

Knowledge of Underwriting: Knowledge of the full spectrum of underwriting activities, practices, tools and considerations; ability to utilize underwriting knowledge to implement, manage and improve the underwriting process.

Retirement Programs: Knowledge of features, policies and processes of retirement programs; ability to implement and manage employee retirement programs and plans.

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.

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.
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.

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.
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


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