Regional Vice President, External Wholesaler, Northern Los Angeles, CA (REMOTE+TRAVEL)

Equitable • Los Angeles, CA

1d • $60,000 • 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 dynamic and experienced External Wholesaler to join our Individual Retirement team supporting Annuities. This role will support the growing market of Northern Los Angeles, CA and have up to 95%25 travel within the territory to support business needs.

Requirements

• FINRA Series 6 or 7 and Series 63 registrations
• CA Resident State Life, Health and Variable Annuities Insurance license
• Thorough knowledge of Variable Annuities and Mutual Funds
• 2+ years direct sales experience
• Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.
• 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.
• Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market.
• Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers.
• Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.
• 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 territory management practices, tools and techniques; ability to manage and maximize insurance business performance for one or multiple geographical area(s).

Nice To Haves

• Experience selling annuities in Los Angeles, CA market
• Bachelor's degree
• CLU, ChFC and/or CFP
• Exceptional communication/interpersonal skills
• Highly Organized
• Technically savvy with computer and MS Office products

Responsibilities

• Develop and manage consultative relationships with existing Third Party advisors.
• 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 in excess of 15%25.
• Educate and train advisors on Annuity products.
• Champion for headquarters marketing campaigns at local client level.
• Develop new relationships. Responsible for territory management.
• Utilize internal sales desk for enhanced customer service.
• 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 Divisional Vice Presidents on an ongoing basis.

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
• Number of Employees: 5,001-10,000 employees