Andre Pitts

Investment Product Sales Specialist

Role
Investment Product Sales Specialist at Equitable
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Andre Pitts

With experience as an Investment Product Sales Specialist at Equitable, I contribute to…

Experience

  1. Investment Product Sales Specialist

    Equitable

    Aug 2022 — Present · Charlotte, NC, US

    Provide investment-related consultation and sales ideas, positioning of investment strategies, and thematic investment content directly to Equitable Advisors.• Provide sales support in the form of branch visits and presentations, outbound calls to a designated territory of Financial Professionals, and answering incoming inquiries on investments including mutual funds, equities, fixed income, third-party managed accounts, alternative investments, brokerage accounts, and advisory accounts.• Support will also include training, product knowledge, investment research, developing historical illustrations, and sales ideas, and assisting FPs with sale situations.

Education

  • California State University-Sacramento

    Bachelor of Science

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Andre Pitts — Investment Product Sales Specialist at Equitable in Charlotte, NC, US | Unifers