Regional Director
LPL Financial
Sales Director – Advanced Markets
Equitable
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $225,000 - $275,000 per year
Job Level
Lead
Tech Stack
Go
About the role
- Provide advanced sales expertise to financial advisors to help drive annuity sales
- Provide technical expertise and marketing support to financial advisors, external and internal wholesalers, and other home office personnel
- Deliver advanced sales presentations at Firm Conferences and Regional Meetings
- Deliver continuing education presentations at financial advisor cluster meetings
- Develop marketing, sales, and educational material on advanced concepts in retirement income planning, charitable planning, and estate planning
- Travel up to 60% for business needs
Requirements
- Bachelor’s Degree or equivalent professional work experience
- 10+ years supporting annuity sales in retirement income planning, charitable planning & retirement planning
- FINRA Series 6 and 63 registrations
- CLU, ChFC, CFP, RICP designations (Preferred)
- Exceptional verbal and written communication skills (Preferred)
- Effective presentation skills (Preferred)
