Regional Vice President (External Wholesaler) - Kentucky & West Virginia (REMOTE) jobs in United States
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Equitable ยท 2 weeks ago

Regional Vice President (External Wholesaler) - Kentucky & West Virginia (REMOTE)

Equitable is seeking a Regional Vice President Annuities (External Wholesaler) to join their Team. This role is responsible for driving growth of Annuity sales through existing Independent, Bank and Wirehouse advisors in the assigned regions of Kentucky & West Virginia, while working remotely and managing territory effectively.

BankingConsultingFinancial Services

Responsibilities

Develop and manage consultative relationships with existing Independent, Bank, and Wirehouse 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%
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

Qualification

FINRA Series 6/7LifeHealthAnnuities LicenseVariable Annuities knowledgeFinancial services sales experienceCLUChFCCFP certificationsInfluencing skillsProspecting skillsTerritory managementExceptional communication skillsOrganizational skillsEffective presentations

Required

FINRA Series 6/7 and 63
Life, Health and Annuities Insurance License
Thorough knowledge of Variable Annuities and Mutual Funds
Previous direct financial services sales experience
Valid driver's license and clean driving record are required

Preferred

Bachelor's Degree Preferred
CLU, ChFC and/or CFP a big plus
Exceptional communication/interpersonal skills, with good computer and organizational skills
Sales experience in Virginia territory

Benefits

Medical
Dental
Vision
A 401(k) plan
Paid time off

Company

Equitable

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Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.

Funding

Current Stage
Late Stage

Leadership Team

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Mark Pearson
CEO and President
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Vincent Xuan
Head of Life Insurance & Bermuda CEO | Operating Committee Member
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Company data provided by crunchbase