Regional Vice President, External Wholesaler
Equitable
full-time
Posted on:
Location Type: Remote
Location: Remote • Tennessee • 🇺🇸 United States
Visit company websiteSalary
💰 $60,000 per year
Job Level
Lead
About the role
- 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.
Requirements
- FINRA Series 6 or 7 and Series 63 registrations
- Resident State Life, Health and Variable Annuities Insurance license
- Thorough knowledge of Variable Annuities and Mutual Funds
- 2+ years direct sales or wholesaling experience
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
salesterritory managementannuity salesclient needs assessmentproduct promotioncustomer servicelead follow-upsales goal maintenancetrainingrelationship development
Soft skills
consultative relationship managementcommunicationteam collaborationeducational skillsclient engagementproblem-solvingadaptabilitypersuasionorganizational skillsleadership
Certifications
FINRA Series 6FINRA Series 7FINRA Series 63Resident State Life Insurance licenseHealth Insurance licenseVariable Annuities Insurance license