Regional VP, Annuity Growth & RIA Partnerships (Hybrid)

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

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.