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Equitable · 2 days ago

2026 Summer Intern - Individual Retirement Sales Desk

Charlotte, NC

Internship

Hybrid

Intern

$22/hr - $22/hr

Start in 2026 Summer

Equitable is a company committed to helping clients secure their financial well-being. As an Intern on the Individual Retirement Sales Desk, you will participate in trainings on annuity products, shadow the internal wholesale team, and perform 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

SalesEffective PresentationsManaging Multiple PrioritiesEntrepreneurial qualitiesCompetitive spiritListeningLeadershipFast-paced environment

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