Regional Vice President, External Wholesaler, Chicago, IL (REMOTE+TRAVEL)

Equitable•Chicago, IL

6h•$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 Regional Vice President, Annuities (External Wholesaler to join our Individual Retirement team supporting the Independent Planner Channel. This position will be supporting the Independent Planner Channel within the Chicago, IL market and have up to 95%25 travel within the territory to support business needs. Remote + Travel – This position offers a remote work arrangement plus up to 95%25 travel for business needs. Periodic office visits may be requested based on business needs.

Requirements

FINRA Series 6 or 7 and Series 63 registrations
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 Chicago, IL 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.
Equitable Total Rewards Program

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