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Regional Vice President, External Wholesaler

🔥 1 minute ago

🌽 Illinois – Remote

infoinfo

đź’µ $60k / year

⏰ Full Time

đź”´ Lead

đź‘” Vice President

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Logo of Equitable

Equitable

5001 - 10000 employees

🛡️ Insurance

đź’¸ Finance

đź’ł 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.

đź“‹ Description

• Develop and manage consultative relationships with existing third-party advisors • Assess and identify advisor-client needs to promote new products • Develop new producers and retain existing producers to grow market share in excess of 15% • Educate and train advisors on annuity products • Champion headquarters marketing campaigns at the local client level • Develop new relationships • Manage the territory • Utilize the internal sales desk for enhanced customer service • Follow up on internal sales desk leads • Maintain sales goals • Communicate with Divisional Vice Presidents on an ongoing basis • Support the Independent Planner Channel within the Chicago, Illinois market

🎯 Requirements

• FINRA Series 6 or 7 and Series 63 registrations • Resident State Life, Health and Variable Annuities Insurance license • Thorough knowledge of Variable Annuities and Mutual Funds • 2+ years direct sales experience • Experience selling annuities in Chicago, IL market (preferred) • Bachelor's degree (preferred) • CLU, ChFC and/or CFP (preferred) • Exceptional communication/interpersonal skills • Highly organized • Technically savvy with computers and Microsoft Office products • Ability to identify, create and implement annuity sales opportunities • Up to 95% travel within the territory • Ability to attend periodic office visits as requested based on business needs

🏖️ Benefits

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

Apply Now

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