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 & Tools
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