Regional Vice President, Group Retirement

Equitable

Regional Vice President responsible for 401(k) and 457(b) sales growth in Pacific Northwest. Offering remote work with travel requirements and leading sales strategies for a financial firm.

Posted 7/21/2026full-timeAlaska, Oregon, Washington • 🇺🇸 United StatesLead💰 $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in 401(k)/457(b) wholesaling, with a strong focus on sales pipeline development and territory management. Possesses the necessary licenses and knowledge of financial products to effectively drive sales and meet goals in the Pacific Northwest region.

Highest-signal resume keywords

401(K)/457(B) Wholesaling ExperienceSales Pipeline DevelopmentFINRA Series 6 Or 7Life & Health Insurance LicensesBachelor's Degree

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

401(K)/457(B) KnowledgeCash Balance ProductsManaged Account ProductsSales Goal AttainmentProposal Development

Soft Skills

CommunicationCollaboration

Tools & Technologies

Sales Desk

Certifications & Qualifications

FINRA Series 63CLUChFCCFP

Industry Keywords

Pacific NorthwestSales ActivitiesTerritory Management

About the role

Key responsibilities & impact

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 as needed.

Requirements

What you’ll need

7+ years of 401(k)/457(b) wholesaling experience in the Pacific Northwest (Washington, Oregon, and Alaska) region.
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 Washington, Oregon, and Alaska
Bachelor's degree
Professional Designations CLU, ChFC or CFP are viewed favorably

Benefits

Comp & perks

medical
dental
vision
a 401(k) plan
paid time off