Regional Vice President – Mutual Funds, External Wholesaler
Equitable
full-time
Posted on:
Location Type: Remote
Location: Louisiana • Mississippi • United States
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Salary
💰 $85,000 per year
Job Level
About the role
- 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.
- Educate and train advisors on 1290 Funds and models.
- Develop new relationships.
- Responsible for territory management.
- Utilize internal sales desk to assist in managing territory.
- Work with and train Internal Wholesaler to work collaboratively with RVP.
- Use Salesforce (CRM) to log activity, maintain pipeline, and analyze opportunities.
- Candidate must be able to identify, create and implement investment sales opportunities to attain stated sales goals.
- Candidate will be responsible for communication with National Sales Manager on an ongoing basis.
- Managing a budget and timely expense reporting.
Requirements
- Bachelor's degree required.
- FINRA 6 and 63 OR 7 required.
- CIMA, CFA a plus
- Knowledge of Mutual Funds and Investment products - previous direct sales experience required.
- Demonstrated communication/interpersonal skills
- Proven computer, mobile device and organizational skills.
- Willingness to travel 75%.
- Must be located within the territory.
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
sales managementterritory managementinvestment salesbudget managementexpense reportingdirect sales experienceknowledge of mutual fundsknowledge of investment products
Soft skills
communication skillsinterpersonal skillsorganizational skillstraining skillsrelationship building
Certifications
Bachelor's degreeFINRA 6FINRA 63FINRA 7CIMACFA