Regional Vice President, Mutual Funds – West Territory

🔥 3 hours ago

🏄 California, Idaho, +4 more states – Remote

🏄 California – Remote 🥔 Idaho – Remote 🦬 Montana – Remote 🎰 Nevada – Remote 🌲 Oregon – Remote ☕ Washington – Remote

💵 $85k / year

⏰ Full Time

🔴 Lead

👔 Vice President

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Equitable

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🛡️ Insurance

💸 Finance

💳 Fintech

Insurance • Finance • Fintech

Equitable is a financial services company with over 160 years of experience, focused on providing individuals and employers with a range of products and solutions for financial planning, retirement planning, and employee benefits. They offer services like life insurance, annuities, and workplace retirement plans, aiming to support clients in achieving their financial well-being and long-term goals. Through their dedicated advisors and online resources, Equitable strives to make financial services accessible and insightful for all its clients.

📋 Description

• Develop and manage consultative relationships with National, Regional, and Insurance Broker Dealer advisors in the Western territory • Educate and train advisors on Equitable Investment Management model portfolios and 1290 Funds mutual funds • Assess advisor client needs to promote new products • Develop new producers while retaining existing producers to grow market share • Develop new relationships • Manage the territory and maximize investment business across multiple geographical areas • Utilize the internal sales desk to assist with territory management • Work with and train the Internal Wholesaler collaboratively • Use Salesforce CRM to log activity, maintain the pipeline, and analyze opportunities • Identify, create, and implement investment sales opportunities to attain sales goals • Communicate ongoing updates to the National Sales Manager • Manage a budget and submit timely expense reports • Identify, create, and implement investment fund and MPS model sales opportunities • Maintain sales goals • Travel up to 75% of the time

🎯 Requirements

• Bachelor's degree or equivalent professional work experience • FINRA Series 6 and 63 registrations active upon hire • FINRA Series 7 active upon hire or ability to obtain within 180 days of start date • Success in a previous direct sales or wholesaler role • Knowledge of Mutual Funds and Investment products • Located within the Western territory • Ability to travel up to 75% • Experience in local area market (preferred) • CIMA or CFA (preferred) • Demonstrated communication/interpersonal skills (preferred) • Proven computer, mobile device and organizational skills (preferred)

🏖️ Benefits

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