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Regional Vice President, External Wholesaler, Northern Los Angeles, CA (REMOTE TRAVEL)
EquitableLos Angeles, United StatesRemotefull_timeVerifiedPosted 7 Jan 2026
💰 $60,000/yr
About the role
About the Role
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we've honed since 1859.
Equitable is looking for a dynamic and experienced External Wholesaler to join our Individual Retirement team supporting Annuities. This role will support the growing market of Northern Los Angeles, CA and have up to 95% travel within the territory to support business needs.
What We Are Looking For
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.
The base salary for this position is $60,000. 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
What You Will Bring
• FINRA Series 6 or 7 and Series 63 registrations
• CA Resident State Life, Health and Variable Annuities Insurance license
• Thorough knowledge of Variable Annuities and Mutual Funds
• 2 years direct sales experience
Preferred
• Experience selling annuities in Los Angeles, CA market
• Bachelor's degree
• CLU, ChFC and/or CFP
• Exceptional communication/interpersonal skills
• Highly Organized
• Technically savvy with computer and MS Office products
Skills
Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.
Negotiating: Knowledge of successful negotiation concepts and techniques; ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative manner.
Prospecting: Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market.
Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers.
Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.
Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.
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 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 o
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we've honed since 1859.
Equitable is looking for a dynamic and experienced External Wholesaler to join our Individual Retirement team supporting Annuities. This role will support the growing market of Northern Los Angeles, CA and have up to 95% travel within the territory to support business needs.
What We Are Looking For
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.
The base salary for this position is $60,000. 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
What You Will Bring
• FINRA Series 6 or 7 and Series 63 registrations
• CA Resident State Life, Health and Variable Annuities Insurance license
• Thorough knowledge of Variable Annuities and Mutual Funds
• 2 years direct sales experience
Preferred
• Experience selling annuities in Los Angeles, CA market
• Bachelor's degree
• CLU, ChFC and/or CFP
• Exceptional communication/interpersonal skills
• Highly Organized
• Technically savvy with computer and MS Office products
Skills
Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.
Negotiating: Knowledge of successful negotiation concepts and techniques; ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative manner.
Prospecting: Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market.
Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers.
Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.
Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.
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 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 o
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