Regional Vice President – Hybrid Wholesaler
Equitable
full-time
Posted on:
Location Type: Hybrid
Location: Arizona, Illinois, Iowa, Minnesota, New York, Oregon, Washington, Wisconsin • 🇺🇸 United States
Visit company websiteSalary
💰 $60,000 per year
Job Level
Lead
About the role
- 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.
- Follow up on Internal Sales Desk leads.
- Maintain sales goals.
Requirements
- 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
Benefits
- Medical
- Dental
- Vision
- 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
RIA salessales of Variable Annuitiesclient relationship managementneeds assessmentproduct promotionclient educationsales goal maintenance
Soft skills
relationship buildingcommunicationtrainingfollow-up
Certifications
Bachelor's degreeFINRA Series 6 LicenseFINRA Series 7 LicenseFINRA Series 63 LicenseAnnuity LicenseLife Insurance LicenseHealth Insurance License