Regional Vice President RIA Annuities (REMOTE+TRAVEL)

Equitable • UNITED STATES, MA, MA

7d • 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 Regional Vice President (External Wholesaler) to join our Individual Retirement team in the RIA channel. This RVP will be responsible for driving growth of Annuity Sales in their assigned region. You will work remotely with up to 40%25 travel as needed within the Northeast territory supporting NY, MA, CT, NH, ME, RI, VT.
This position offers a remote work arrangement plus up to 40%25 travel for business needs. Periodic office visits may be requested based on business needs.
The base salary for this position is $60,000. This role is eligible for variable compensation.

Requirements

• Bachelor's degree or equivalent work experience
• 2+ years RIA sales experience
• 2+ years experience in sales of Variable Annuities
• FINRA Series 6 or 7, and Series 63 Licenses
• Annuity, Life and Health Insurance License

Nice To Haves

• Experience in selling annuities to RIA’s and fee-based advisors
• CLU, ChFC and/or CFP a big plus
• Direct Sales Experience
• Skilled communicator with ability to simplify complicated details for various audiences
• Demonstrates strong interpersonal skills with a collaborative style
• Ability to develop strategies and business plans to deliver and exceed expected business objectives and results
• Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail

Responsibilities

• Develop and manage relationships with existing clients.
• Penetrate all potential clients within existing clients.
• Assess clients' needs in order to promote new products.
• Educate and train clients on Annuity products.
• Develop new RIA relationships.
• Responsible for territory management.
• Follow up on Internal Sales Desk leads.
• Maintain sales goals.
• Identify, create and implement annuity sales opportunities.
• Responsible for communication with Head of RIA sales on an ongoing basis.
• Ability to travel within sales territory up to 40%25 as needed.

Benefits

• medical
• dental
• vision
• a 401(k) plan
• paid time off

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree