Regional Vice President, RIA Annuities

🕒 August 8

🦌 Connecticut, New Jersey, +2 more states – Remote

🦌 Connecticut – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🍂 Massachusetts – Remote

💵 $60k / 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

• 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 assigned 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

🎯 Requirements

• Bachelor’s degree or equivalent work experience • 2+ years of RIA sales experience • 2+ years of experience selling Variable Annuities • FINRA Series 6 or 7 license • FINRA Series 63 license • 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 • Direct sales experience preferred • Ability to simplify complicated details for various audiences • Strong interpersonal skills and collaborative style • Ability to develop strategies and business plans to deliver and exceed objectives • Excellent organizational skills, prioritization, multitasking, and attention to detail

🏖️ Benefits

• 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