2026 Summer Intern - Individual Retirement Sales Desk (HYBRID)

Equitable

Posted 10 days ago

Internship

Charlotte, North Carolina

Hybrid

Smart Summary

Interns will participate in in-depth training on Equitable’s annuity products and shadow the internal wholesale team to learn about creating partnerships with external wholesalers and financial professionals. Responsibilities also include coaching financial professionals, interpreting annuity hypotheticals, making proactive sales calls, and performing ad-hoc sales-related projects.

Equitable is seeking an intern for their Individual Retirement Sales Desk, where you'll receive in-depth training on annuity products and shadow the internal wholesale team. Ideal candidates will be rising seniors (Class of 2027) with an interest in sales, leadership skills, and the ability to thrive in a fast-paced environment.

Must Have Skills for ATS

Sales

Annuity Products

Partnerships

Coaching

Sales Pitches

Illustrations

Phone Calls

Presentations

Listening

Managing Multiple Priorities

Job Description

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. 

As an Intern on the Individual Retirement Sales Desk, you will:

  • 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

Internship Details
Dates:  Nine week program starting in early June 2026
Hourly Rate:  $22/hour
Location:  Charlotte, NC 
Housing:  Intern housing available
Work Environment:  This position offers a hybrid work schedule, with an on–site presence of 3 days per week (Tuesday - Thursday) combining flexibility with team collaboration



What You'll Bring

  • 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
  • Rising senior in an accredited Bachelor’s degree program (Class of 2027) preferred
  • Ability to work during the full 9-week program

Competencies and Skills

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.

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.

Equitable

We support your focus as a financial advisor Not every wealth management firm understands your need for independence and support. At Equitable Advisors, we let financial advisors focus on serving clients and scaling their business -on their terms. You get the resources of a leading national firm, supported by people in your local market, to help you build the practice you want. That's what we call supported independence. Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker-dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Equitable Network, LLC (Equitable Network Insurance Agency of CA, LLC.; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equal Opportunity Employer - M/F/D/V. Retirement Benefits Group is a specialized division of Equitable Advisors. Important Information & Disclosures: https://equitable.com/social All messages, e-mail and other electronic individual and group communications sent to and received from this LinkedIn page are subject to capture, review and archive by Equitable Advisors and to possible production upon regulatory request for review. Please e-mail any comments or questions regarding this LinkedIn page to socialmedia@equitable.com. Never post your account/policy number, telephone number, and other secure or personal information, or trade instructions/requests. For customer service, please visit: equitable.com/support. Please click here to read more important information and disclosures regarding your connection to this LinkedIn page and use of its features: Equitable.com/social Equitable Advisors, Equitable Network, are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. GE-6372152.1 (3/24) (Exp. 3/26)

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