Regional Vice President RIA Annuities (REMOTE TRAVEL)

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 Regional Vice President (External Wholesaler) to join our Individual Retirement team in the RIA channel. This RVP will be responsible for driving growth of Annuity Sales in their assigned region. You will work remotely with up to 40% travel as needed within the Northeast territory supporting NY, MA, CT, NH, ME, RI, VT .

What You'll Be Doing

Responsibilities

• Develop and manage relationships with existing clients.
  
• Penetrate all potential clients within existing clients.
  
• Assess clients' needs in order to promote new products.
  
• Educate and train clients on Annuity products.
  
• Develop new RIA relationships. Responsible for territory management.
  
• 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 Head of RIA sales on an ongoing basis.
  
• Ability to travel within sales territory up to 40% as needed.
  

This position offers a remote work arrangement plus up to 40% travel for business needs. Periodic office visits may be requested based on business needs.

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

Required Qualifications

• Bachelor's degree or equivalent work experience
  
• 2 years RIA sales experience
  
• 2 years experience in sales of Variable Annuities
  
• FINRA Series 6 or 7, and Series 63 Licenses
  
• Annuity, Life and Health Insurance License
  

Preferred Qualifications

• Experience in selling annuities to RIA's and fee-based advisors
  
• CLU, ChFC and/or CFP a big plus
  
• Direct Sales Experience
  
• Skilled communicator with ability to simplify complicated details for various audiences
  
• Demonstrates strong interpersonal skills with a collaborative style
  
• Ability to develop strategies and business plans to deliver and exceed expected business objectives and results
  
• Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
  

Skills

Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.

Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.

Financial Planning Instruments (Pensions, Annuities, etc.): Knowledge of financial planning products, market segments and marketplaces; ability to analyze and apply knowledge of financial planning products to meet financial goals and objectives.

Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.

Planning and Organizing: Knowledge of the process of planning and arranging tasks and resources; ability to plan and organize both time and resources to get things completed while structuring and maintaining work in a systematic and highly methodical way.

Relationship Building: Knowledge of the importance of creating positive relationships within the team and ability to develop trusting relationships by valuing others' concerns and contributions.

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 d