Group Retirement 3rd Party Regional Vice President (Remote + Travel)

Responsibilities

• Developing sales pipeline
• Generating relationship and sales activities to drive proposal development & point of sale meetings to attain assigned goal
• Leverage internal sales desk to grow in assigned region and follow up on sales desk leads
• Communicate with Divisional Vice President (DVP) and Player Coach on an ongoing basis regarding territory sales activities and sales goal attainment
• This position offers a remote work arrangement plus up to 75% travel for business needs. Periodic office visits may be requested based on business needs.

Requirements

• 7+ years of 401(k)/457(b) wholesaling experience in assigned region
• Professional working knowledge of 401(k)/457(b), cash balance and managed account products
• FINRA Series 6 or 7; and Series 63 registrations
• Life & Health Insurance License

Qualifications

• Bachelor's degree
• CLU, ChFC, CFP strongly desired
• Exceptional communication/interpersonal skills with excellent computer and organizational skills

Skills

• Effective Presentations
• Financial Services Industry
• Influencing
• Knowledge of Sales Channels
• Producing Results
• Prospecting
• Results Orientation
• Sales & Marketing
• Territory Management

Pay and Benefits

The base salary for this position is $90,000. This role is eligible for variable compensation. For eligible employees, Equitable provides a full range of benefits including 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