Regional Vice President – Mutual Funds, External Wholesaler

🔥 0 minutes ago

🏈 Alabama, Florida, +3 more states – Remote

🏈 Alabama – Remote 🐊 Florida – Remote 🌲 North Carolina – Remote 🌴 South Carolina – Remote 🎸 Tennessee – Remote

💵 $85k / year

⏰ Full Time

🔴 Lead

👔 Vice President

🦅 H1B Visa Sponsor

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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

• Educate and train advisors on Equitable Investment Management model portfolios and 1290 Funds family of mutual funds • Assess and identify the needs of advisor clients in order to promote new products • Develop new producers while retaining existing producers to grow market share • Develop new relationships • Responsible for territory management • Utilize internal sales desk to assist in managing territory • Work with and train Internal Wholesaler to work collaboratively with RVP • Use Salesforce (CRM) to log activity, maintain pipeline, and analyze opportunities • Candidate must be able to identify, create and implement investment sales opportunities to attain stated sales goals • Candidate will be responsible for communication with National Sales Manager on an ongoing basis • Managing a budget and timely expense reporting • Develop new producers while retaining existing producers to grow market share of 1290 Funds • Maintain sales goals • Candidate must be able to identify, create and implement investment fund and MPS model sales opportunities • Knowledge of territory management practices, tools, and techniques; ability to manage and maximize investment business for multiple geographical areas • Educate and train advisors on 1290 Funds investment products • Managing a budget and timely expense reporting • Travel required 75% of time.

🎯 Requirements

• Bachelor's degree • FINRA Series 6 and 63 considered; Series 7 preferred (or required to attain within 150 days) • Knowledge of Mutual Funds and Investment products - previous direct sales experience • Demonstrated written, verbal, and interpersonal communication skills with the ability to build trusted relationships, deliver effective presentations, and communicate complex investment concepts clearly • Proven organization skills balancing between computer, mobile device and other equipment • Willingness to travel 75% • Must be located within the territory

🏖️ Benefits

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