Equitable

Regional Vice President, External Wholesaler

Equitable

full-time

Posted on:

Location Type: Hybrid

Location: Chicago • Illinois • United States

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Salary

💰 $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.

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 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 & Tools
salesannuity salesterritory managementclient needs assessmentproduct promotioncustomer servicelead generationsales goal achievementtrainingrelationship development
Soft Skills
consultative relationship managementcommunicationteam collaborationproblem-solvingadaptabilitypersuasionnegotiationorganizational skillsleadershipcustomer focus
Certifications
FINRA Series 6FINRA Series 7FINRA Series 63Life Insurance LicenseHealth Insurance LicenseVariable Annuities Insurance License