Field Relationship Manager – Annuity Account Management
Equitable
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $70,000 per year
Job Level
Mid-LevelSenior
About the role
- Collaborate with Strategic Account Managers to identify OSJs/financial institutions and COIs/sales managers associated with large/complex third-party distribution partners and build plans to focus and grow sales with target firms
- Develop relationships with COIs and sales management associated with target firms
- Create shelf-space for Equitable annuities by facilitating product approval at target firms
- Source opportunities for increased exposure and wholesaler visibility within target firms
- Coordinate training, events and campaigns within target firms to enhance brand awareness and product knowledge
- Track and analyze metrics and sales data to measure success and identify additional opportunities
- Regular travel to partner offices, industry conferences and regional events as required
Requirements
- Bachelor’s degree required
- 5+ years’ experience in sales and distribution
- Active Series 6, Series 63 and Life license
- Proactive sales skills
- Strong communication skills
- Proven prospecting skills
- Organizational skills
- Ability to meet goals as a part of a team
Benefits
- medical
- dental
- vision
- a 401(k) plan
- paid time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
salesdistributionmetrics analysisprospecting
Soft skills
proactive sales skillscommunication skillsorganizational skillsteamwork
Certifications
Series 6Series 63Life license