National Sales Manager- 1290 Funds

Equitable Advisors; Charlotte (NC); On-site; USD 150,000 - 195,000; Full time

Job summary

A leading investment company is seeking a National Sales Manager to lead and develop sales teams, implement effective sales strategies, and drive growth for 1290 Funds. This role requires strong leadership skills, industry experience, and a commitment to fostering a high-performance culture. The position offers a competitive salary and comprehensive benefits, along with opportunities for professional development and travel.

Benefits

Comprehensive benefits

401(k)

Paid time off

Qualifications

• 7+ years of proven sales leadership experience.
• Strong industry relationships and self-motivated.
• Excellent communication skills.

Responsibilities

• Lead and develop a team of RVPs for product positioning and sales.
• Implement sales processes to meet or exceed gross sales plans.
• Collaborate on marketing and training for investment products.

Skills

Sales Leadership

Relationship Building

Communication

Tools

CRM tools

Job description

Job Description - National Sales Manager - 1290 Funds (250000A2)

Primary Location: UNITED STATES-NC-Charlotte

Organization: Equitable

Schedule: Full-time

Description

At Equitable, our strength lies in our people. We value diversity and believe that our differences make us stronger as a team and a force for good in our communities. Join us to work with dynamic individuals, develop your skills, and explore innovative ways of thinking and working.

This is a unique leadership opportunity within a successful investment company poised for growth. The National Sales Manager will be responsible for hiring, training, and motivating wholesalers, managing their performance to meet sales targets, maintain activity levels, and stay within budget.

The role requires a driven, communicative leader with strong relationship-building skills who can work collaboratively across disciplines. As a hands-on coach and sales leader, you will contribute innovative ideas for business growth and support profitable initiatives. The role involves frequent travel with direct reports, key stakeholders, and industry events.

Working closely with the Head of Strategy and cross-functional teams, the National Sales Manager will develop and execute sales strategies to exceed goals, increase market share, and ensure profitable growth.

The ideal candidate will be outcome-oriented and focused on creating efficient processes for sales planning, operations, training, onboarding, and tracking. The role also entails cultivating a high-performance culture aligned with our core values of accountability, transparency, innovation, and grit.

Key Job Responsibilities

• Lead, manage, and develop a team of RVPs on best practices for product positioning, territory management, and pipeline development to drive sales of 1290 Funds mutual funds.
• Implement sales processes and strategies to generate gross sales meeting or exceeding plans while maintaining market share and monitoring redemption rates.
• Develop and oversee sales compensation plans, travel, and expense budgets.
• Collaborate on marketing, training, and sales plans for new and existing investment products.
• Manage sales pipeline, negotiations, and develop KPIs to improve pipeline growth, closing rates, deal size, and margins.
• Provide skills training for RVPs and internal wholesalers on sales strategies, relationship development, and presentations.
• Set and achieve sales goals, analyze performance metrics, and work with support teams to forecast and establish targets.
• Identify client needs and coordinate feedback to support marketing, product, and portfolio management teams.
• Represent the company at conferences and events, serving as a brand ambassador and subject matter expert.
• Ensure the sales team understands sales processes, product offerings, technology, and compliance procedures.
• Lead sales meetings to motivate teams and foster collaboration.
• Work with marketing to develop go-to-market plans and support lead generation efforts.

The position offers a base salary of $150,000 plus variable compensation. Equitable provides comprehensive benefits, including medical, dental, vision, a 401(k), and paid time off. The role requires weekly travel or the ability to travel over 75% of the time with RVPs.

Qualifications include 7+ years of proven sales leadership experience, strong industry relationships, a self-motivated approach, and excellent communication skills. Preferred qualifications include experience in growth-stage startups, familiarity with wealth management products, and knowledge of CRM tools like Salesforce.

We value collaboration, results, and leadership. Join us to make a meaningful impact and grow your career with purpose.

Equitable is committed to equal employment opportunity and participates in the E-Verify program. For accommodations or inquiries, contact Human Resources at [phone] or via email.