Remote Regional VP, Mutual Funds Sales & Growth

Equitable

Montana

Remote

USD 77,000 - 94,000

Full time

5 days ago

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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 across the Western territory (CA, OR, WA, NV, ID, MT, HI & AK). This remote role requires up to 75% travel and periodic office visits as needed.

The base salary is $85,000 with variable compensation. Responsibilities include educating advisors on 1290 Funds, expanding the advisor network, territory

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 within 180 days of start date.
Knowledge of Mutual Funds and Investment products.
Success in a previous direct sales or wholesaler role.

Responsibilities

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 to promote new products.
Develop new producers while retaining existing producers to grow market share.
Develop new relationships and manage territory.

Education

Bachelor's degree or equivalent professional work experience

FINRA Series 6 and 63 registrations active upon hire

FINRA Series 7 active upon hire or within 180 days

Knowledge of Mutual Funds and Investment products

Success in a previous direct sales or wholesaler role

Tools

Salesforce (CRM)

Job description

The base salary is $85,000 with variable compensation. Responsibilities include educating advisors on 1290 Funds, expanding the advisor network, territory

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