Regional Vice President, Group 401k, GA, AL & MS (Remote+Travel) @ Equitable | Jobright.ai
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Regional Vice President, Group 401k, GA, AL & MS (Remote+Travel) jobs in United States
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Equitable · 8 hours ago

Regional Vice President, Group 401k, GA, AL & MS (Remote+Travel)

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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
Communicating with Group Retirement Divisional Vice President (DVP) and Player Coach on an ongoing basis regarding territory sales activities and sales goal attainment
Working in home office with travel up to 80% as needed

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

401(k) wholesaling457(b) wholesalingFINRA Series 6FINRA Series 7Series 63 registrationsLife & Health Insurance LicensesFinancial Services IndustrySales ChannelsProspectingTerritory ManagementSales & MarketingProducing ResultsResults OrientationCLUChFCCFPEffective PresentationsExceptional communication skills

Required

7+ years of 401(k) and 457(b) wholesaling experience in assigned region (GA, AL & MS)
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 State Insurance Licenses

Preferred

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

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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Company data provided by crunchbase
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