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Equitable · 1 day ago

Regional Vice President, External Wholesaler, Northern Los Angeles, CA (REMOTE+TRAVEL)

United States

Full-time

Remote

Mid Level

2+ years exp

Equitable is a company dedicated to helping clients secure their financial well-being. They are seeking a dynamic and experienced External Wholesaler to support their Individual Retirement team, focusing on Annuities in the Northern Los Angeles area, with significant travel required to manage territory and relationships with Third Party advisors.

BankingConsultingFinancial Services

Responsibilities

Develop and manage consultative relationships with existing Third Party 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 15%

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 6CA LifeHealth LicenseVariable Annuities knowledgeDirect sales experienceCLUChFCCFPHighly organizedTechnically savvyInfluencing skillsProspecting skillsRelationship managementResults orientationSales proposalsTerritory managementExceptional communication skillsNegotiating skillsPresentations