What are the responsibilities and job description for the Regional Vice President (Hybrid Wholesaler) position 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?
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
For eligible employees, Equitable provides a full range of benefits. This includes 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
Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.
Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.
Financial Planning Instruments (Pensions, Annuities, etc.): Knowledge of financial planning products, market segments and marketplaces; ability to analyze and apply knowledge of financial planning products to meet financial goals and objectives.
Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.
Planning and Organizing: Knowledge of the process of planning and arranging tasks and resources; ability to plan and organize both time and resources to get things completed while structuring and maintaining work in a systematic and highly methodical way.
Relationship Building: Knowledge of the importance of creating positive relationships within the team and ability to develop trusting relationships by valuing others' concerns and 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.
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-Remote
Other Locations
UNITED STATES-NE-Omaha, UNITED STATES-OR-Portland, UNITED STATES-WA-Seattle, UNITED STATES-WI-Milwaukee, UNITED STATES-MN-Minneapolis, UNITED STATES-WI-Madison, UNITED STATES-IL-Chicago, UNITED STATES-NE-LINCOLN, UNITED STATES-WA-Tacoma, UNITED STATES-IA-Cedar Rapids, UNITED STATES-WI-Green Bay, UNITED STATES-IA-Fort Dodge, UNITED STATES-IA-West Des Moines, UNITED STATES-WA-Bellevue, UNITED STATES-AZ-Phoenix
Organization
Equitable
Schedule
Full-time
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. Responsible for territory management.
- Follow up on Internal Sales Desk leads.
- Maintain sales goals. Candidate must be able to identify, create and implement annuity sales opportunities.
- The candidate will be responsible for communication with Head of RIA sales on an ongoing basis.
- Ability to travel within sales territory up to 40% as needed.
For eligible employees, Equitable provides a full range of benefits. This includes 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 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
- 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
Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.
Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.
Financial Planning Instruments (Pensions, Annuities, etc.): Knowledge of financial planning products, market segments and marketplaces; ability to analyze and apply knowledge of financial planning products to meet financial goals and objectives.
Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.
Planning and Organizing: Knowledge of the process of planning and arranging tasks and resources; ability to plan and organize both time and resources to get things completed while structuring and maintaining work in a systematic and highly methodical way.
Relationship Building: Knowledge of the importance of creating positive relationships within the team and ability to develop trusting relationships by valuing others' concerns and 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.
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-Remote
Other Locations
UNITED STATES-NE-Omaha, UNITED STATES-OR-Portland, UNITED STATES-WA-Seattle, UNITED STATES-WI-Milwaukee, UNITED STATES-MN-Minneapolis, UNITED STATES-WI-Madison, UNITED STATES-IL-Chicago, UNITED STATES-NE-LINCOLN, UNITED STATES-WA-Tacoma, UNITED STATES-IA-Cedar Rapids, UNITED STATES-WI-Green Bay, UNITED STATES-IA-Fort Dodge, UNITED STATES-IA-West Des Moines, UNITED STATES-WA-Bellevue, UNITED STATES-AZ-Phoenix
Organization
Equitable
Schedule
Full-time
Salary : $60,000