Equitable
Regional Vice President, Group Retirement in NorCAL, OR, WA, AK & HI
Equitable, Menlo Park, California, United States, 94029
Regional Vice President, Group Retirement in NorCAL, OR, WA, AK & HI
Equitable is looking for a dynamic Group Retirement Regional Vice President to support the Northwest Territory. The Regional Vice President (RVP) is responsible for driving growth of 401(k) and governmental 457(b) sales through both Equitable Advisors (retail) and third‑party financial advisors in the Pacific Northwest territory focused on Northern California, Washington, Oregon, Hawaii, and Alaska.
Key Job Responsibilities
Develop sales pipeline and generate activities to drive proposal development and point‑of‑sale meetings to attain assigned goal.
Leverage internal sales desk to grow in assigned region and follow up on sales desk leads.
Communicate with Divisional Vice President (DVP) and Coach on an ongoing basis regarding territory sales activities and sales goal attainment.
Work remotely from home office and travel up to 80% as needed.
The base salary for this position is $90,000. This role is eligible for variable compensation.
Equitable Pay and Benefits Equitable provides a full range of benefits including medical, dental, vision, a 401(k) plan, and paid time off.
Required Qualifications
7+ years of 401(k)/457(b) wholesaling experience in the Western region, primarily in the Pacific Northwest.
Thorough working knowledge of 401(k)/457(b), cash balance and managed account products.
FINRA Series 6 or 7 and Series 63 registrations.
Life & Health Insurance Licenses in Northern California, Washington, Oregon, Hawaii and Alaska.
Preferred Qualifications
Bachelor's degree.
Professional designations CLU, ChFC or CFP viewed favorably.
Exceptional communication/interpersonal skills with excellent computer and organizational skills.
Skills
Effective presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.
Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.
Knowledge of sales channels: Knowledge of meanings and features of sales channels; ability to coordinate multiple and diverse options for selling an organization's products and services.
Producing results: Understanding of the criticality of getting things done in spite of current circumstances and the ability to utilize assigned resources and leverage back‑channel resources to achieve or exceed planned outcomes.
Prospecting: Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market.
Sales & marketing: Knowledge of the strategies and operations for promoting the organization products, services and reputation; ability to develop and implement these strategies and operations.
Territory management: Knowledge of territory management practices, tools and techniques; ability to manage and maximize performance for one or multiple geographical areas.
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. 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.
#J-18808-Ljbffr
Key Job Responsibilities
Develop sales pipeline and generate activities to drive proposal development and point‑of‑sale meetings to attain assigned goal.
Leverage internal sales desk to grow in assigned region and follow up on sales desk leads.
Communicate with Divisional Vice President (DVP) and Coach on an ongoing basis regarding territory sales activities and sales goal attainment.
Work remotely from home office and travel up to 80% as needed.
The base salary for this position is $90,000. This role is eligible for variable compensation.
Equitable Pay and Benefits Equitable provides a full range of benefits including medical, dental, vision, a 401(k) plan, and paid time off.
Required Qualifications
7+ years of 401(k)/457(b) wholesaling experience in the Western region, primarily in the Pacific Northwest.
Thorough working knowledge of 401(k)/457(b), cash balance and managed account products.
FINRA Series 6 or 7 and Series 63 registrations.
Life & Health Insurance Licenses in Northern California, Washington, Oregon, Hawaii and Alaska.
Preferred Qualifications
Bachelor's degree.
Professional designations CLU, ChFC or CFP viewed favorably.
Exceptional communication/interpersonal skills with excellent computer and organizational skills.
Skills
Effective presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.
Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.
Knowledge of sales channels: Knowledge of meanings and features of sales channels; ability to coordinate multiple and diverse options for selling an organization's products and services.
Producing results: Understanding of the criticality of getting things done in spite of current circumstances and the ability to utilize assigned resources and leverage back‑channel resources to achieve or exceed planned outcomes.
Prospecting: Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market.
Sales & marketing: Knowledge of the strategies and operations for promoting the organization products, services and reputation; ability to develop and implement these strategies and operations.
Territory management: Knowledge of territory management practices, tools and techniques; ability to manage and maximize performance for one or multiple geographical areas.
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. 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.
#J-18808-Ljbffr