Regional Vice President, RIA Annuities

Equitable

Regional Vice President driving RIA annuity sales for Equitable’s retirement business. Managing advisor relationships, territory growth, client education, and Northeast sales opportunities with remote work and travel.

Posted 8/8/2026full-timeConnecticut, Maine, Massachusetts, New Hampshire, New Jersey, New York, Rhode Island, Vermont • 🇺🇸 United StatesLead💰 $60,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in annuity sales, client relationship management, and strategic planning to drive growth in the RIA sector. Proficient in educating clients on financial products and maintaining sales goals while effectively communicating with stakeholders.

Highest-signal resume keywords

RIA Sales ExperienceVariable Annuities SalesFINRA Series 6 Or 7 LicenseAnnuity, Life And Health Insurance LicenseStrong Interpersonal Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Annuity SalesClient Relationship ManagementSales Strategy DevelopmentFinancial Planning KnowledgeSales Goal Management

Soft Skills

Skilled CommunicatorCollaborative StyleOrganizational SkillsAttention To DetailRelationship-Building Skills

Tools & Technologies

Presentation ToolsCollaborative Techniques

Certifications & Qualifications

FINRA Series 63 LicenseCLUChFCCFP

Industry Keywords

RIAFee-Based AdvisorsAnnuity ProductsSales Territory ManagementMarket Segments

About the role

Key responsibilities & impact

Drive growth of annuity sales in the assigned RIA region
Develop and manage relationships with existing clients
Penetrate all potential clients within existing clients
Assess clients' needs to promote new products
Educate and train clients on annuity products
Develop new RIA relationships
Manage the territory
Follow up on Internal Sales Desk leads
Maintain sales goals
Identify, create, and implement annuity sales opportunities
Communicate ongoing with the Head of RIA Sales
Travel within the sales territory up to 40% as needed
Work remotely with periodic office visits based on business needs

Requirements

What you’ll need

Bachelor's degree or equivalent work experience
2+ years of RIA sales experience
2+ years of experience in sales of Variable Annuities
FINRA Series 6 or 7 and Series 63 licenses
Annuity, Life and Health Insurance License
Ability to travel within the sales territory up to 40% as needed
Experience selling annuities to RIAs and fee-based advisors preferred
CLU, ChFC and/or CFP preferred as a plus
Direct sales experience preferred
Skilled communicator able to simplify complicated details for various audiences
Strong interpersonal skills with a collaborative style
Ability to develop strategies and business plans to deliver and exceed business objectives and results
Excellent organizational skills and ability to prioritize, multitask, and maintain strict attention to detail
Knowledge of presentation tools and techniques
Knowledge of collaborative techniques and approaches
Knowledge of financial planning products, market segments, and marketplaces
Knowledge of product-line methodologies, tools, and techniques
Planning and organizing skills
Relationship-building skills

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
401(k) plan
Paid time off
Growth opportunities
Internal mobility
Comprehensive compensation and benefits
Flexibility
Culture of collaboration and teamwork