At Equitable, our power is in our people.
We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
Key Job Responsibilities
The Regional Vice President (RVP) is an External Wholesaler, responsible for driving growth of Corporate 401(k) and Governmental 457(b) sales through retail and 3rd party financial advisors in assigned region of Georgia, Alabama, Mississippi, Arkansas and Missouri.
Primary responsibilities include 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 Group Retirement Divisional Vice President (DVP) and Player Coach on an ongoing basis regarding territory sales activities and sales goal attainment. In this position you will work in your home office with travel up to 80% as needed.
The base salary for this position is $90,000. This role is eligible for variable compensation.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
At Equitable, our power is in our people.
We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
Key Job Responsibilities
The Regional Vice President (RVP) is an External Wholesaler, responsible for driving growth of Corporate 401(k) and Governmental 457(b) sales through retail and 3rd party financial advisors in assigned region of Georgia, Alabama, Mississippi, Arkansas and Missouri.
Primary responsibilities include 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 Group Retirement Divisional Vice President (DVP) and Player Coach on an ongoing basis regarding territory sales activities and sales goal attainment. In this position you will work in your home office with travel up to 80% as needed.
The base salary for this position is $90,000. This role is eligible for variable compensation.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
Required Qualifications
7 years of 401(k) and 457(b) wholesaling experience in assigned region (GA, AL, MS, AR MO)Professional working knowledge of 401(k), 457(b), cash balance and managed account productsFINRA Series 6 or 7; and Series 63 registrationsLife Health Insurance LicensePreferred Qualifications
Bachelor's degree CLU, ChFC, CFP strongly desiredExceptional communication/interpersonal skills with excellent computer and organizational skillsSkills
Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.
Financial Services Industry: Knowledge of financial services industry trends, directions, major issues, regulatory considerations, and trendsetters; ability to provide specific financial advice to clients.
Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.
Knowledge of Sales Channels: Knowledge of meanings and features of sales channels; ability to coordinate multiple and diverse options for selling an organization's products and services.
Producing Results: Understanding of the criticality of getting things done in spite of current circumstances and the ability to utilize assigned resources and leverage back-channel resources (individuals or teams) to achieve or exceed planned outcomes.
Prospecting: Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market.
Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.
Sales Marketing: Knowledge of the strategies and operations for promoting the organization products, services and reputation; ability to develop and implement these strategies and operations.
Territory Management: Knowledge of territory management practices, tools and techniques; ability to manage and maximize insurance business performance for one or multiple geographical area(s).
ABOUT EQUITABLE
At Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us atTalentAcquisition@equitable.com.
Required Qualifications
7 years of 401(k) and 457(b) wholesaling experience in assigned region (GA, AL, MS, AR MO)Professional working knowledge of 401(k), 457(b), cash balance and managed account productsFINRA Series 6 or 7; and Series 63 registrationsLife Health Insurance LicensePreferred Qualifications
Bachelor's degree CLU, ChFC, CFP strongly desiredExceptional communication/interpersonal skills with excellent computer and organizational skillsSkills
Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.
Financial Services Industry: Knowledge of financial services industry trends, directions, major issues, regulatory considerations, and trendsetters; ability to provide specific financial advice to clients.
Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.
Knowledge of Sales Channels: Knowledge of meanings and features of sales channels; ability to coordinate multiple and diverse options for selling an organization's products and services.
Producing Results: Understanding of the criticality of getting things done in spite of current circumstances and the ability to utilize assigned resources and leverage back-channel resources (individuals or teams) to achieve or exceed planned outcomes.
Prospecting: Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market.
Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.
Sales Marketing: Knowledge of the strategies and operations for promoting the organization products, services and reputation; ability to develop and implement these strategies and operations.
Territory Management: Knowledge of territory management practices, tools and techniques; ability to manage and maximize insurance business performance for one or multiple geographical area(s).
ABOUT EQUITABLE
At Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us atTalentAcquisition@equitable.com.