Regional Vice President, External Wholesaler, Northern Los Angeles
Equitable
full-time
Posted on:
Location Type: Remote
Location: California • United States
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Salary
💰 $60,000 per year
Job Level
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
- CA Resident State Life, Health and Variable Annuities Insurance license
- Thorough knowledge of Variable Annuities and Mutual Funds
- 2+ years direct sales experience
- 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
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
Variable AnnuitiesMutual Fundssales experienceannuity sales
Soft skills
communication skillsinterpersonal skillsorganizational skills
Certifications
FINRA Series 6FINRA Series 7Series 63CA Resident State Life Insurance licenseHealth Insurance licenseVariable Annuities Insurance licenseBachelor's degreeCLUChFCCFP