Regional Vice President (Hybrid Wholesaler)

Equitable; Fort Dodge (IA); Hybride; USD 54 000 - 66 000; Plein temps

Avantages offerts par ce poste

401(k) plan

Medical, dental, and vision insurance

Paid time off

Résumé du poste

A financial services company is seeking a Regional Vice President (Hybrid Wholesaler) to enhance Annuity Sales within the RIA channel. This remote role allows for up to 40% travel, focusing on client relationship management and sales growth. The ideal candidate has a bachelor's degree and at least 2 years of relevant RIA sales experience. The position offers a base salary of $60,000 and a comprehensive benefits package, including medical, dental, visions, and a 401(k) plan.

Qualifications

• 2+ years RIA sales experience.
• 2+ years experience in sales of Variable Annuities.
• Experience in selling annuities to RIA’s and fee‑based advisors.

Responsabilités

• Develop and manage relationships with existing clients.
• Educate and train clients on Annuity products.
• Maintain sales goals and identify, create, and implement annuity sales opportunities.

Connaissances

Communicating Complex Concepts

Cross‑functional Collaboration

Financial Planning Instruments

Knowledge of Product Line

Planning and Organizing

Relationship Building

Formation

Bachelor's degree or equivalent work experience

Outils

FINRA Series 6 or 7 License

Series 63 License

Annuity, Life and Health Insurance License

Description du poste

Regional Vice President (Hybrid Wholesaler)

At Equitable, our power is in our people. We’re individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you’ll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

Equitable is looking for a Regional Vice President (Hybrid Wholesaler) to join our Individual Retirement team in the RIA channel. This RVP will be responsible for driving growth of Annuity Sales in their assigned region. The role is remote with up to 40% travel as needed.

Key Job Responsibilities

• Develop and manage relationships with existing clients.
• Penetrate all potential clients within existing clients.
• Assess clients' needs in order to promote new products.
• Educate and train clients on Annuity products.
• Develop new RIA relationships and manage territory.
• Follow up on Internal Sales Desk leads.
• Maintain sales goals and identify, create, and implement annuity sales opportunities.
• Communicate with Head of RIA sales on an ongoing basis.
• Travel within sales territory up to 40% as needed.

The base salary for this position is $60,000. This role is eligible for variable compensation.

Equitable Pay and Benefits

Equitable provides a full range of benefits, including medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the Equity Total Rewards Program.

Required Qualifications

• Bachelor's degree or equivalent work experience.
• 2+ years RIA sales experience.
• 2+ years experience in sales of Variable Annuities.
• FINRA Series 6 or 7, and Series 63 Licenses.
• Annuity, Life and Health Insurance License.

Preferred Qualifications

• Experience in selling annuities to RIA’s and fee‑based advisors.
• CLU, ChFC and/or CFP a big plus.
• Direct Sales Experience.
• Skilled communicator with the ability to simplify complicated details for various audiences.
• Demonstrates strong interpersonal skills with a collaborative style.
• Ability to develop strategies and business plans to deliver and exceed expected business objectives and results.
• Excellent organizational skills with the ability to prioritize workload and multi‑task while maintaining strict attention to detail.

Skills

Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.

Cross‑functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.

Financial Planning Instruments (Pensions, Annuities, etc.): Knowledge of financial planning products, market segments and marketplaces; ability to analyze and apply knowledge of financial planning products to meet financial goals and objectives.

Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.

Planning and Organizing: Knowledge of the process of planning and arranging tasks and resources; ability to plan and organize both time and resources to get things completed while structuring and maintaining work in a systematic and highly methodical way.

Relationship Building: Knowledge of the importance of creating positive relationships within the team and ability to develop trusting relationships by valuing others' concerns and contributions.

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.

Equal Employment Opportunity

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.

Accommodation

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 [e-mail].

Primary Location

UNITED STATES‑Remote

Other Locations

UNITED STATES‑NE‑Omaha, UNITED STATES‑OR‑Portland, UNITED STATES‑WA‑Seattle, UNITED STATES‑WI‑Milwaukee, UNITED STATES‑MN‑Minneapolis, UNITED STATES‑WI‑Madison, UNITED STATES‑IL‑Chicago, UNITED STATES‑NE‑LINCOLN, UNITED STATES‑WA‑Tacoma, UNITED STATES‑IA‑Cedar Rapids, UNITED STATES‑WI‑Green Bay, UNITED STATES‑IA‑Fort Dodge, UNITED STATES‑IA‑West Des Moines, UNITED STATES‑WA‑Bellevue, UNITED STATES‑AZ‑Phoenix

Schedule

Full‑time