Equitable · 2 days ago
Regional Vice President, Group Retirement Pac NW (REMOTE+TRAVEL)
United States
Full-time
Remote
Director/Executive
$90K/yr - $90K/yr
7+ years expEquitable is a company dedicated to helping clients secure their financial well-being. They are seeking a Group Retirement Regional Vice President to drive growth of 401(k) and governmental 457(b) sales in the Pacific Northwest territory.
BankingConsultingFinanceFinancial Services
No H1B
Responsibilities
Developing sales pipeline, generating activities to drive proposal development and point of sale meetings to attain assigned goal
Leverage internal sales desk to grow in assigned region and follow up on sales desk leads
The candidate will be responsible for communicating with Divisional Vice President (DVP) and Player Coach on an ongoing basis regarding territory sales activities and sales goal attainment
You will work remotely from your home office and travel as needed
Qualification
Required
7+ years of 401(k)/457(b) wholesaling experience in the Pacific Northwest (Washington, Oregon, and Alaska) region
Thorough 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 Licenses in Washington, Oregon, and Alaska
Preferred
Bachelor's degree
Professional Designations CLU, ChFC or CFP are viewed favorably
Exceptional communication/interpersonal skills with excellent computer and organizational skills
Benefits
Full range of benefits
Medical
Dental
Vision
A 401(k) plan
Paid time off
Company
Equitable
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Mark Pearson
CEO and President
Vincent Xuan
Head of Life Insurance & CEO of Equitable Financial Bermuda Re
Recent News
Hartford Business Journal
2026-08-05
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