Divisional Vice President, Individual Retirement
Equitable
full-time
Posted on:
Location Type: Remote
Location: Connecticut • Massachusetts • United States
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Salary
💰 $150,000 per year
Job Level
About the role
- Direct responsibility for the hiring, training and motivating of Third-Party Channel wholesalers.
- Wholesaler management includes accountability for hitting sales, activity and budget targets.
- Field activities include routine travel and wholesaler training in areas such as product training, presentation skills and territory management.
- Assist in the building and execution of sales and marketing plans for Equitable Distributors’ (EDL) with senior management and Key Accounts.
- Manage their division within budget: T/E, focus firm discretionary and DVP discretionary budgets.
- Strategic Awareness: Provide input into the strategic direction of EDL in a way that is consistent with senior management and conforms with the profitability targets of EDL and Equitable.
Requirements
- Associate/Bachelor’s degree in business, finance or relevant work experience
- 7+ years of Variable Annuity and/or Mutual Fund wholesaling experience
- Proven Success in ability to train and development wholesalers
- FINRA Series 7, 63, 24 & 26 registrations
- Resident State Life, Health and Variable Annuities Insurance license
- Able to travel extensively (up to 90%) for business needs
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
wholesalingsales managementbudget managementtraining developmentterritory managementsales planningmarketing executionpresentation skillsstrategic directionprofitability analysis
Soft Skills
motivatingaccountabilitycommunicationleadershipstrategic awareness
Certifications
FINRA Series 7FINRA Series 63FINRA Series 24FINRA Series 26Resident State Life Insurance licenseHealth Insurance licenseVariable Annuities Insurance license