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About the Role

Equitable is seeking a Regional Vice President (External Wholesaler) for the Individual Retirement team in the RIA channel to drive Annuity Sales growth in their assigned region. This remote role requires up to 40% travel in the Northeast territory (NY, MA, CT, NH, ME, RI, VT).

Responsibilities

• 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 sales territory.
• Follow up on Internal Sales Desk leads.
• Maintain sales goals and identify, create, and implement annuity sales opportunities.
• Communicate with Head of RIA sales on an ongoing basis.
• Travel within sales territory up to 40% as needed.
• Work remotely with periodic office visits as requested.

Requirements

• Bachelor's degree or equivalent work experience.
• 2+ years RIA sales experience.
• 2+ years experience in sales of Variable Annuities.
• FINRA Series 6 or 7, and Series 63 Licenses.
• Annuity, Life and Health Insurance License.
• Experience in selling annuities to RIAs and fee-based advisors.
• CLU, ChFC and/or CFP is a big plus.
• Direct Sales Experience.
• Skilled communicator with ability to simplify complicated details for various audiences.
• Demonstrates strong interpersonal skills with a collaborative style.
• Ability to develop strategies and business plans to deliver and exceed expected business objectives and results.
• Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.

Skills

• Communicating Complex Concepts
• Cross-functional Collaboration
• Financial Planning Instruments (Pensions, Annuities, etc.)
• Knowledge of Product Line
• Planning and Organizing
• Relationship Building

Location

• Northeast territory (NY, MA, CT, NH, ME, RI, VT)

Work Type

• Remote
• Up to 40% travel

Experience Level

• 2+ years RIA sales experience
• 2+ years experience in sales of Variable Annuities

Education Level

• Bachelor's degree or equivalent work experience

Salary/Compensations

• Base salary: $60,000
• Eligible for variable compensation

Benefits

• Medical
• Dental
• Vision
• 401(k) plan
• Paid time off

About the Company

• At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
• We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader.
• We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
• We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
• We are looking for talented, dedicated, purposeful people who want to make an impact.
• Join Equitable and pursue a career with purpose.

Equal Opportunity

• Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
• NOTE: Equitable participates in the E-Verify program.
• If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.