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Group Retirement 3rd Party Regional Vice President
EquitableRegional Vice President responsible for driving 401(k) and governmental sales through advisors at Equitable. Working remotely from Florida with 75% business travel.
About the role
Key responsibilities & impact- Developing sales pipeline
- Generating relationship and sales activities to drive proposal development & point of sale meetings to attain assigned goal
- Leverage internal sales desk to grow in assigned region and follow up on sales desk leads
- Responsible for communicating with Divisional Vice President (DVP) and Player Coach on an ongoing basis regarding territory sales activities and sales goal attainment
Requirements
What you’ll need- 7+ years of 401(k)/457(b) wholesaling experience in assigned region
- Professional 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 License
Benefits
Comp & perks- medical
- dental
- vision
- 401(k) plan
- paid time off
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Sales ActivitiesProposal DevelopmentTerritory Sales ManagementCash Balance ProductsManaged Account Products
Soft Skills
Relationship BuildingCommunication
Certifications
FINRA Series 6FINRA Series 7Series 63Life & Health Insurance License