Equitable
Regional Vice President- Mutual Funds (External Wholesaler) – TX, OK, AR, LA & M
Equitable, Houston, Texas, United States, 77246
Regional Vice President – Mutual Funds (External Wholesaler) – TX, OK, AR, LA & MS
Join to apply for the
Regional Vice President – Mutual Funds (External Wholesaler) – TX, OK, AR, LA & MS
role at
Equitable .
At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
The Regional Vice President – External Wholesaler will develop and manage consultative relationships with existing National, Regional, and Insurance Broker Dealer advisors within the territory of: TX, OK, AR, LA, MS.
Responsibilities
Assess and identify the needs of advisor clients in order to promote new products.
Develop new producers while retaining existing producers to grow market share.
Educate and train advisors on 1290 Funds and models.
Develop new relationships and assume responsibility for territory management.
Utilize internal sales desk to assist in managing territory; work with and train Internal Wholesaler to collaborate with RVP.
Use Salesforce (CRM) to log activity, maintain pipeline, and analyze opportunities.
Identify, create, and implement investment sales opportunities to attain sales goals.
Communicate with National Sales Manager on an ongoing basis.
Manage budget and ensure timely expense reporting.
Maintain sales goals and implement investment fund and MPS model sales opportunities.
Apply knowledge of territory management practices and tools to maximize business across multiple geographical areas.
Travel required 75% of the time.
The base salary for this position is $85,000. This role is eligible for variable compensation.
For eligible employees, Equitable provides a full range of benefits, including medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
Required Qualifications
Bachelor's degree required.
FINRA 6 and 63 or 7 required.
CIMA, CFA a plus.
Knowledge of Mutual Funds and Investment products – previous direct sales experience required.
Demonstrated communication/interpersonal skills.
Proven computer, mobile device and organizational skills.
Willingness to travel 75%.
Must be located within the territory.
Preferred Qualifications
Experience in local area market preferred.
CIMA, CFA a plus.
Skills
Client Relationship Management
– Knowledge of client relationship; ability to address critical issues to meet client needs and maintain engaged, partnering relationships with business partners and clients.
Effective Presentations
– Knowledge of presentation tools and techniques; ability to present information to groups with appropriate formality.
Industry Knowledge
– Knowledge of the organization's industry group, trends, directions, major issues, regulatory considerations, and trendsetters; ability to apply industry knowledge appropriately to diverse situations.
Selling
– Knowledge of diverse sales tools, tactics and techniques; ability to use these to persuade a person to buy a product or service.
Strategic Sales Planning
– Knowledge of sales principles, processes, techniques and tools; ability to develop sales plans that are future-oriented, support business strategy and reflect understanding of emerging, as well as existing, opportunities and markets.
At Equitable, we’re a team of over ten thousand strong; 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.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
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 us at TalentAcquisition@equitable.com.
Primary Location UNITED STATES‑LA‑New Orleans
Other Locations UNITED STATES‑TX‑Houston, UNITED STATES‑TX‑Austin, UNITED STATES‑TX‑San Antonio, UNITED STATES‑OK‑Oklahoma City, UNITED STATES‑LA‑Baton Rouge, UNITED STATES‑TX‑Fort Worth, UNITED STATES‑MS‑Jackson, UNITED STATES‑MS‑Ridgeland, UNITED STATES‑Remote, UNITED STATES‑TX‑Dallas
Organization Equitable
Schedule Full‑time
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Regional Vice President – Mutual Funds (External Wholesaler) – TX, OK, AR, LA & MS
role at
Equitable .
At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
The Regional Vice President – External Wholesaler will develop and manage consultative relationships with existing National, Regional, and Insurance Broker Dealer advisors within the territory of: TX, OK, AR, LA, MS.
Responsibilities
Assess and identify the needs of advisor clients in order to promote new products.
Develop new producers while retaining existing producers to grow market share.
Educate and train advisors on 1290 Funds and models.
Develop new relationships and assume responsibility for territory management.
Utilize internal sales desk to assist in managing territory; work with and train Internal Wholesaler to collaborate with RVP.
Use Salesforce (CRM) to log activity, maintain pipeline, and analyze opportunities.
Identify, create, and implement investment sales opportunities to attain sales goals.
Communicate with National Sales Manager on an ongoing basis.
Manage budget and ensure timely expense reporting.
Maintain sales goals and implement investment fund and MPS model sales opportunities.
Apply knowledge of territory management practices and tools to maximize business across multiple geographical areas.
Travel required 75% of the time.
The base salary for this position is $85,000. This role is eligible for variable compensation.
For eligible employees, Equitable provides a full range of benefits, including medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
Required Qualifications
Bachelor's degree required.
FINRA 6 and 63 or 7 required.
CIMA, CFA a plus.
Knowledge of Mutual Funds and Investment products – previous direct sales experience required.
Demonstrated communication/interpersonal skills.
Proven computer, mobile device and organizational skills.
Willingness to travel 75%.
Must be located within the territory.
Preferred Qualifications
Experience in local area market preferred.
CIMA, CFA a plus.
Skills
Client Relationship Management
– Knowledge of client relationship; ability to address critical issues to meet client needs and maintain engaged, partnering relationships with business partners and clients.
Effective Presentations
– Knowledge of presentation tools and techniques; ability to present information to groups with appropriate formality.
Industry Knowledge
– Knowledge of the organization's industry group, trends, directions, major issues, regulatory considerations, and trendsetters; ability to apply industry knowledge appropriately to diverse situations.
Selling
– Knowledge of diverse sales tools, tactics and techniques; ability to use these to persuade a person to buy a product or service.
Strategic Sales Planning
– Knowledge of sales principles, processes, techniques and tools; ability to develop sales plans that are future-oriented, support business strategy and reflect understanding of emerging, as well as existing, opportunities and markets.
At Equitable, we’re a team of over ten thousand strong; 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.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
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 us at TalentAcquisition@equitable.com.
Primary Location UNITED STATES‑LA‑New Orleans
Other Locations UNITED STATES‑TX‑Houston, UNITED STATES‑TX‑Austin, UNITED STATES‑TX‑San Antonio, UNITED STATES‑OK‑Oklahoma City, UNITED STATES‑LA‑Baton Rouge, UNITED STATES‑TX‑Fort Worth, UNITED STATES‑MS‑Jackson, UNITED STATES‑MS‑Ridgeland, UNITED STATES‑Remote, UNITED STATES‑TX‑Dallas
Organization Equitable
Schedule Full‑time
#J-18808-Ljbffr