Equitable

Regional Vice President, Group Retirement

Equitable

full-time

Posted on:

Location Type: Remote

Location: Alaska • California • United States

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Salary

💰 $90,000 per year

Job Level

Lead

About the role

  • Developing sales pipeline, generating activities to drive proposal development and point of sale meetings to attain assigned goal.
  • Leverage internal sales desk to grow in assigned region and follow up on sales desk leads.
  • Communicating with Divisional Vice President (DVP) and Player Coach on an ongoing basis regarding territory sales activities and sales goal attainment.
  • Work remotely from home office and travel up to 80% as needed.

Requirements

  • 7+ years of 401(k)/457(b) wholesaling experience in the Western region, primarily in the Pacific Northwest (Northern California, Washington, Oregon, Hawaii, and Alaska)
  • Thorough working knowledge of 401(k)/457(b), cash balance and managed account products
  • FINRA Series 6 or 7, and Series 63 Registrations
  • Life & Health Insurance Licenses in Northern California, Washington, Oregon, Hawaii and Alaska
  • Bachelor's degree (Preferred)
  • Professional Designations CLU, ChFC or CFP are viewed favorably
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
401(k) wholesaling457(b) wholesalingcash balance productsmanaged account products
Soft Skills
communicationsales strategygoal attainment
Certifications
FINRA Series 6FINRA Series 7Series 63 RegistrationLife Insurance LicenseHealth Insurance LicenseCLUChFCCFP