Equitable
Regional Vice President (Hybrid Wholesaler)
Equitable, Portland, Oregon, United States, 97204
Regional Vice President (Hybrid Wholesaler)
Equitable is looking for a Regional Vice President (Hybrid Wholesaler) to join our Individual Retirement team in the RIA channel. This RVP will be responsible for driving growth of Annuity Sales in their assigned region. You will work remotely with up to 40% travel as needed.
Key Job Responsibilities
Develop and manage relationships with existing clients.
Penetrate all potential clients within existing clients.
Assess clients' needs in order to promote new products.
Educate and train clients on Annuity products.
Develop new RIA relationships and manage the territory.
Follow up on Internal Sales Desk leads.
Maintain sales goals and identify, create, and implement annuity sales opportunities.
Communicate with the Head of RIA Sales on an ongoing basis.
Travel within the sales territory up to 40% as needed.
The base salary for this position is $60,000. This role is eligible for variable compensation.
Benefits Equitable provides a full range of benefits, including medical, dental, vision, a 401(k) plan, and paid time off.
Equitable Pay and Benefits: Equitable Total Rewards Program
Required Qualifications
Bachelor's degree or equivalent work experience
2+ years 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 in selling annuities to RIA’s and fee-based advisors
CLU, ChFC and/or CFP a big plus
Direct Sales Experience
Skilled communicator with ability to simplify complicated details for various audiences
Demonstrates strong interpersonal skills with a collaborative style
Ability to develop strategies and business plans to deliver and exceed expected business objectives and results
Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
Skills
Communicating Complex Concepts – effective presentation tools and techniques
Cross-functional Collaboration – promote a culture of continuous improvement across functions
Financial Planning Instruments – knowledge of products, market segments, and applications
Knowledge of Product Line – methodology, tools, and strategies for specific products
Planning and Organizing – systematic arrangement of tasks and resources
Relationship Building – developing trusting relationships and valuing others’ contributions
About Equitable At Equitable, we’re a team committed to helping our clients secure their financial well‑being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
Equal Employment Opportunity Equitable is committed to providing equal employment opportunities to our 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.
NOTE: Equitable participates in the E‑Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314‑2211 or email
TalentAcquisition@equitable.com .
Location and Schedule Primary Location: United States‑Remote
Schedule: Full‑time
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Key Job Responsibilities
Develop and manage relationships with existing clients.
Penetrate all potential clients within existing clients.
Assess clients' needs in order to promote new products.
Educate and train clients on Annuity products.
Develop new RIA relationships and manage the territory.
Follow up on Internal Sales Desk leads.
Maintain sales goals and identify, create, and implement annuity sales opportunities.
Communicate with the Head of RIA Sales on an ongoing basis.
Travel within the sales territory up to 40% as needed.
The base salary for this position is $60,000. This role is eligible for variable compensation.
Benefits Equitable provides a full range of benefits, including medical, dental, vision, a 401(k) plan, and paid time off.
Equitable Pay and Benefits: Equitable Total Rewards Program
Required Qualifications
Bachelor's degree or equivalent work experience
2+ years 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 in selling annuities to RIA’s and fee-based advisors
CLU, ChFC and/or CFP a big plus
Direct Sales Experience
Skilled communicator with ability to simplify complicated details for various audiences
Demonstrates strong interpersonal skills with a collaborative style
Ability to develop strategies and business plans to deliver and exceed expected business objectives and results
Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
Skills
Communicating Complex Concepts – effective presentation tools and techniques
Cross-functional Collaboration – promote a culture of continuous improvement across functions
Financial Planning Instruments – knowledge of products, market segments, and applications
Knowledge of Product Line – methodology, tools, and strategies for specific products
Planning and Organizing – systematic arrangement of tasks and resources
Relationship Building – developing trusting relationships and valuing others’ contributions
About Equitable At Equitable, we’re a team committed to helping our clients secure their financial well‑being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
Equal Employment Opportunity Equitable is committed to providing equal employment opportunities to our 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.
NOTE: Equitable participates in the E‑Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314‑2211 or email
TalentAcquisition@equitable.com .
Location and Schedule Primary Location: United States‑Remote
Schedule: Full‑time
#J-18808-Ljbffr