Regional Vice President (Hybrid Wholesaler)

Equitable; Madison (WI); Hybrid; USD 54,000 - 66,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid time off

Job summary

A leading financial services firm is seeking a Regional Vice President for its Individual Retirement team. This role is focused on driving growth of Annuity Sales in the RIA channel and includes a mix of remote work and travel. Responsibilities include managing client relationships, training clients on annuity products, identifying sales opportunities, and achieving sales goals. Candidates should possess a Bachelor's degree and relevant licenses, along with 2+ years in RIA sales. The position offers competitive compensation and a comprehensive benefits package.

Qualifications

• 2+ years of RIA sales experience.
• 2+ years experience in sales of Variable Annuities.
• FINRA Series 6 or 7 and Series 63 Licenses required.
• Annuity, Life and Health Insurance License required.

Responsibilities

• Develop and manage relationships with existing clients.
• Educate and train clients on Annuity products.
• Maintain sales goals and identify new sales opportunities.
• Communicate with Head of RIA sales regularly.

Skills

Relationship Building

Cross-functional Collaboration

Communication Skills

Knowledge of Financial Products

Education

Bachelor's degree or equivalent work experience

Job description

Regional Vice President (Hybrid Wholesaler)

Join Equitable as a Regional Vice President (Hybrid Wholesaler) on our Individual Retirement team in the RIA channel. This role focuses on driving growth of Annuity Sales within your assigned region and involves a mix of remote work and up to 40% travel.

Key Job Responsibilities

• Develop and manage relationships with existing clients.
• Penetrate all potential clients within existing client accounts.
• Assess clients' needs 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; identify, create, and implement annuity sales opportunities.
• Communicate with Head of RIA sales on an ongoing basis.
• Travel within sales territory as needed (up to 40%).

Base Salary and Compensation

Base salary: $60,000 annually. Eligible for variable compensation.

Benefits

Equitable provides a full range of benefits including medical, dental, vision, a 401(k) plan, and paid time off.

Required Qualifications

• Bachelor's degree or equivalent work experience.
• 2+ years of 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 selling annuities to RIA’s and fee‑based advisors.
• CLU, ChFC and/or CFP.
• Direct Sales Experience.
• Skilled communicator who simplifies complex details to varied audiences.
• Strong interpersonal skills with a collaborative style.
• Ability to develop strategies and business plans to exceed business objectives.
• Excellent organizational skills, prioritization, and multi‑tasking.

Other Required Skills

• Communicating Complex Concepts – effective presentation tools and simplification techniques.
• Cross‑functional Collaboration – promote culture of continuous improvement.
• Financial Planning Instruments – knowledge of products, market segments.
• Knowledge of Product Line – develop product line processes.
• Planning and Organizing – systematic task and resource management.
• Relationship Building – create positive, trusting relationships.

Location

United States – Remote (primary). Additional potential locations include Omaha, Portland, Seattle, Milwaukee, Minneapolis, Madison, Chicago, Lincoln, Tacoma, and related cities.

Schedule

Full‑time.

Employment Type

Full‑time (Mid‑Senior level).

Job Function

Business Development and Sales.

Equal Employment Opportunity

Equitable is committed to providing equal employment opportunities to 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.

Further Details

NOTE: Equitable participates in the E‑Verify program. If reasonable accommodation is needed for the application or interview process, contact Human Resources at (212) 314‑2211 or email [e-mail].