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 Regional Vice President Annuities (External Wholesaler) to join our Individual Retirement team! This role is responsible for driving growth of Annuity sales through existing Regional Agency Channel in the assigned regions of New Jersey and New York. This role will be based in the territory working remotely from your home office with up to 95%25 travel for 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 or Wholesaling experience

Nice To Haves

  • Experience selling annuities in New Jersey and/or New York markets
  • CLU, ChFC and/or CFP
  • Exceptional communication and interpersonal skills
  • Highly Organized
  • Technically savvy with computer and MS Office products
  • Willingness to travel 95%25

Responsibilities

  • Develop and manage consultative relationships with existing Regional Agency Channel 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 10%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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