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Equitable · 2 weeks ago

Regional Vice President (Hybrid Wholesaler)

United States

Full-time

Hybrid

Mid Level

$60K/yr - $60K/yr

2+ years exp

Equitable is a company committed to helping clients secure their financial well-being. The Regional Vice President (Hybrid Wholesaler) will drive growth of Annuity Sales in the assigned region, focusing on relationship management, client education, and territory management.

BankingConsultingFinancial Services

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. Candidate must be able to identify, create and implement annuity sales opportunities

The candidate will be responsible for communication with Head of RIA sales on an ongoing basis

Ability to travel within sales territory up to 40% as needed

Qualification

RIA sales experienceVariable Annuities salesFINRA Series 6Annuity LicenseCLUChFCCFPDirect Sales ExperienceSkilled communicatorPlanningOrganizingInterpersonal skillsRelationship building