Equitable · 2 weeks ago
2026 Summer Intern - Individual Retirement Sales Desk (HYBRID)
Charlotte, NC
Internship
Hybrid
Intern
$22/hr - $22/hr
Start in 2026 SummerEquitable is committed to helping clients secure their financial well-being and is seeking an Intern for the Individual Retirement Sales Desk. The role involves participating in training on annuity products, shadowing the internal wholesale team, and performing ad-hoc projects related to sales.
BankingConsultingFinancial Services
Responsibilities
Participate in in-depth trainings on Equitable’s annuity products
Shadow members of the internal wholesale team to learn
Creating partnerships with external wholesalers, Financial Professionals, major firms and other stakeholders
Coaching Financial Professionals in making sales pitches to client
Interpreting and explaining annuity hypotheticals/illustrations
Making pro-active phone calls to generate sales
Perform ad-hoc projects related to the sales of annuity products
Qualification
Required
Interest in working in Sales
Leadership skills and experience in school/extra-curricular activities
Entrepreneurial qualities and competitive spirit
Ability to thrive in a demanding and fast-paced environment
Ability to work during the full 9-week program
Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality
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
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
Preferred
Rising senior in an accredited Bachelor's degree program (Class of 2027) preferred
Benefits
Intern housing available
Company
Equitable
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
Founded in 1859
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Mark Pearson
CEO and President
Vincent Xuan
Head of Life Insurance & CEO of Equitable Financial Bermuda Re
Recent News
MarketScreener
2025-11-04
2025-10-27
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