Regional Vice President Mutual Funds, West Territory (REMOTE + TRAVEL)

Equitable; Bellevue (WA); Remote; USD 77,000 - 94,000; Full time

Job summary

Equitable is seeking a Regional Vice President (External Wholesaler) for Mutual Funds to develop and manage consultative relationships with National, Regional, and Insurance Broker Dealer advisors in the Western territory. This remote role includes up to 75% travel and periodic office visits as needed.

The base salary is $85,000 with eligible variable compensation and comprehensive benefits. Candidates should have FINRA licenses and deep knowledge of mutual funds.

Qualifications

• Bachelor's degree or equivalent professional work experience.
• FINRA Series 6 and 63 registrations active upon hire.
• FINRA Series 7 active upon hire or ability to obtain within 180 days of start date.
• Success in a previous direct sales or wholesaler role.
• Knowledge of Mutual Funds and Investment products.

Responsibilities

• Educate and train advisors on Equitable Investment Management model portfolios and the 1290 Funds family of mutual funds.
• Assess and identify advisor client needs to promote new products.
• Develop new producers while retaining existing producers to grow market share.
• Develop new relationships and manage territory effectively.
• Utilize the internal sales desk to assist in territory management.
• Collaborate with the Internal Wholesaler and RVP; log activity and pipeline in Salesforce.
• Identify and implement investment sales opportunities to meet sales goals.
• Communicate with National Sales Manager on an ongoing basis.
• Manage budgets and timely expense reporting.
• Travel up to 75% of the time.

Skills

Consultative sales

Territory management

Relationship building

Financial services knowledge

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

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.

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.

Equitable is looking for an experienced Regional Vice President (External Wholesaler) Mutual Funds for Equitable Investment Management will develop and manage consultative relationships with existing National, Regional, and Insurance Broker Dealer advisors in the Western territory: CA, OR, WA, NV, ID, MT, HI & AK.

This position offers a remote work arrangement plus up to 75% travel for business needs. Periodic office visits may be requested based on business needs.

What You’ll Be Doing

• Educate and train advisors on Equitable Investment Management model portfolios and 1290 Funds family of mutual funds.
• Assess and identify the needs of advisor clients in order to promote new products.
• Develop new producers while retaining existing producers to grow market share.
• Develop new relationships. Responsible for territory management.
• Utilize internal sales desk to assist in managing territory.
• Work with and train Internal Wholesaler to work collaboratively with RVP.
• Use Salesforce (CRM) to log activity, maintain pipeline, and analyze opportunities.
• Candidate must be able to identify, create and implement investment sales opportunities to attain stated sales goals.
• Candidate will be responsible for communication with National Sales Manager on an ongoing basis.
• Managing a budget and timely expense reporting.
• Develop new producers while retaining existing producers to grow market share of 1290 Funds.
• Maintain sales goals. Candidate must be able to identify, create and implement investment fund and MPS model sales opportunities.
• Knowledge of territory management practices, tools, and techniques; ability to manage and maximize investment business for multiple geographical areas.
• Educate and train advisors on 1290 Funds investment products.
• Managing a budget and timely expense reporting.
• Travel required 75% of time.

The base salary for this position is $85,000. This role is eligible for variable compensation.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits

Equitable Total Rewards Program

What You Will Bring

• Bachelor's degree or equivalent professional work experience
• FINRA Series 6 and 63 registrations active upon hire
• FINRA Series 7 active upon hire or ability to obtain within 180 days of start date
• Success in a previous direct sales or wholesaler role
• Knowledge of Mutual Funds and Investment products

Preferred Qualifications