Remote Regional VP: Annuity & RIA Sales Leader

Equitable; Fort Dodge (IA); Hybrid; USD 54,000 - 66,000; Full time

Benefits offered by this job

401(k) plan

Medical, dental, and vision insurance

Paid time off

Job summary

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.

Responsibilities

• 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.

Skills

Communicating Complex Concepts

Cross‑functional Collaboration

Financial Planning Instruments

Knowledge of Product Line

Planning and Organizing

Relationship Building

Education

Bachelor's degree or equivalent work experience

Tools

FINRA Series 6 or 7 License

Series 63 License

Annuity, Life and Health Insurance License

Job description

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.