Divisional Vice President, Individual Retirement (REMOTE+TRAVEL)

Equitable•New York, MA

15d•$150,000•Remote

About The Position

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859. Equitable is looking for an experienced and dynamic Divisional Vice President to support Individual Retirement sales and a team of External Wholesalers in the Northeast/New England/New York markets.

Requirements

Associate/Bachelor’s degree in business, finance or relevant work experience
7+ years of Variable Annuity and/or Mutual Fund wholesaling experience
Proven Success in ability to train and development wholesalers
FINRA Series 7, 63, 24 & 26 registrations
Resident State Life, Health and Variable Annuities Insurance license
Able to travel extensively (up to 90%25) for business needs

Nice To Haves

Prior people and sales management experience highly desired
Work background in the Financial Services/Securities industry
Thorough knowledge of Advanced Markets as well as basic understanding of additional areas such as wrap programs, money management, and fundamental and technical analysis
Outstanding presentation and proven sales skills
Highly organized and able to manage a large team of wholesalers to success
Exceptional verbal and written communication skills
Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.
Knowledge of meanings and features of sales channels; ability to coordinate multiple and diverse options for selling an organization's products and services.
Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market.
Knowledge of the strategies and operations for promoting the organization products, services and reputation; ability to develop and implement these strategies and operations.
Knowledge of sales closing and agreements related processes, techniques and skills; ability to close deals and reach final sales agreements.
Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.
Knowledge of sales training methodologies; ability to ensure that sales and sales management employees have the knowledge and skills required to meet both tactical and strategic sales objectives.
Knowledge of territory management practices, tools and techniques; ability to manage and maximize insurance business performance for one or multiple geographical area(s).

Responsibilities

Direct responsibility for the hiring, training and motivating of Third-Party Channel wholesalers.
Wholesaler management includes accountability for hitting sales, activity and budget targets.
Field activities include routine travel and wholesaler training in areas such as product training, presentation skills and territory management.
Assist in the building and execution of sales and marketing plans for Equitable Distributors’ (EDL) with senior management and Key Accounts.
Manage their division within budget: T/E, focus firm discretionary and DVP discretionary budgets.
Strategic Awareness: Provide input into the strategic direction of EDL in a way that is consistent with senior management and conforms with the profitability targets of EDL and Equitable.