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Job description
Regional Vice President (Hybrid Wholesaler)
Join Equitable as a Regional Vice President (Hybrid Wholesaler) on our Individual Retirement team in the RIA channel. This role focuses on driving growth of Annuity Sales within your assigned region and involves a mix of remote work and up to 40% travel.
Key Job Responsibilities
Develop and manage relationships with existing clients.
Penetrate all potential clients within existing client accounts.
Assess clients' needs to promote new products.
Educate and train clients on Annuity products.
Develop new RIA relationships and manage territory.
Follow up on Internal Sales Desk leads.
Maintain sales goals; identify, create, and implement annuity sales opportunities.
Communicate with Head of RIA sales on an ongoing basis.
Travel within sales territory as needed (up to 40%).
Base Salary and Compensation
Base salary: $60,000 annually. Eligible for variable compensation.
Benefits
Equitable provides a full range of benefits including medical, dental, vision, a 401(k) plan, and paid time off.
Required Qualifications
Bachelor's degree or equivalent work experience.
2+ years of 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 selling annuities to RIA’s and fee‑based advisors.
CLU, ChFC and/or CFP.
Direct Sales Experience.
Skilled communicator who simplifies complex details to varied audiences.
Strong interpersonal skills with a collaborative style.
Ability to develop strategies and business plans to exceed business objectives.
Excellent organizational skills, prioritization, and multi‑tasking.
Other Required Skills
Communicating Complex Concepts – effective presentation tools and simplification techniques.
Cross‑functional Collaboration – promote culture of continuous improvement.
Financial Planning Instruments – knowledge of products, market segments.
Knowledge of Product Line – develop product line processes.
Planning and Organizing – systematic task and resource management.
Relationship Building – create positive, trusting relationships.
Location
United States – Remote (primary). Additional potential locations include Omaha, Portland, Seattle, Milwaukee, Minneapolis, Madison, Chicago, Lincoln, Tacoma, and related cities.
Schedule
Full‑time.
Employment Type
Full‑time (Mid‑Senior level).
Job Function
Business Development and Sales.
Equal Employment Opportunity
Equitable is committed to providing equal employment opportunities to 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.
Further Details
NOTE: Equitable participates in the E‑Verify program. If reasonable accommodation is needed for the application or interview process, contact Human Resources at (212) 314‑2211 or email
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Worksite address
madison, WI, 53774, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.