Head of Key Accounts & Strategic Partnerships, Group Retirement (REMOTE+TRAVEL)

Equitable

2d • $110,000 • 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 a Group Retirement Head of Key Accounts & Strategic Partnerships to join our Group Retirement team. This role is crucial in driving Equitable’s business development strategies and expanding its market presence. This role requires a strategic leader who can forge strong relationships with key accounts and partners, identify new business opportunities and ensure alignment with organizational goals. The ideal candidate will possess exceptional relationship management skills, a strategic mindset and the ability to lead initiatives that drive growth. This position will work remotely and travel as needed.

Requirements

• Bachelor’s degree or relevant professional work experience
• 2+ years of sales experience
• Knowledge of 401(k), 403(b) & 457(b) products, services and systems
• FINRA Series SIE, 6, 63 & 26 registration or ability to obtain within 180 days of employment
• Exceptional strategic thinking, negotiation and interpersonal skills
• 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.
• Negotiating: Knowledge of successful negotiation concepts and techniques; ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative manner.
• 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 (individuals or teams) to achieve or exceed planned outcomes.
• Prospecting: Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market.
• Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers.
• Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.
• Sales Closing and Agreements: Knowledge of sales closing and agreements related processes, techniques and skills; ability to close deals and reach final sales agreements.
• Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.
• Territory Management: Knowledge of territory management practices, tools and techniques; ability to manage and maximize insurance business performance for one or multiple geographical area(s).

Nice To Haves

• 5+ years of experience in business development, strategic partnerships or relationship management preferred
• Proven ability to lead and develop a high-performing team
• Ability to analyze market data and translate insights into actionable strategies
• Excellent project management experience

Responsibilities

• Strategic Business Development:
• Develop and execute business development strategies that align with Equitable's long-term objectives.
• Identify and evaluate new market opportunities to drive business expansion and profitability.
• Partnership and Relationship Management:
• Build and maintain robust relationships with key stakeholders, including clients and partners.
• Serve as a strategic advisor to partners, providing insights and solutions that foster mutual growth and collaboration.
• Market Expansion and Strategy:
• Analyze market trends and competitive landscapes to inform strategic planning and decision-making.
• Develop strategies to enhance the Equitable's market presence and capitalize on emerging opportunities.
• Leadership and Team Development:
• Lead and mentor a team focused on key account management and partnership development.
• Foster a culture of innovation, collaboration, and continuous improvement within the team.
• Performance Monitoring and Reporting:
• Track and analyze key account metrics and partnership performance, providing insights to senior management.
• Ensure alignment of business development activities with overall company goals and objectives.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level