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
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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
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
Funding
Current Stage
Late StageRecent News
2024-06-03
Business Wire
2024-05-21
Company data provided by crunchbase