Description
At Equitable, our power is in our people.
We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
The Regional Vice President – External Wholesaler will develop and manage consultative relationships with existing National, Regional, and Insurance Broker Dealer advisors within the territory of: New York City, Long Island & New Jersey.
Key Job Responsibilities
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.
- Educate and train advisors on 1290 Funds and models.
- 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.
The base salary for this position is $85,000. This role is eligible for variable compensation.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
Required Qualifications
- Bachelor's degree required.
- FINRA Series 6 or 7 and 63 required.
- Knowledge of Mutual Funds and Investment products - previous direct sales experience required.
- Demonstrated communication/interpersonal skills.
- Proven computer, mobile device and organizational skills.
- Must be located within the territory.
- Willingness to travel 75%.
Preferred Qualifications
Experience in local area market preferred.
Skills
Client Relationship Management: Knowledge of client relationship; ability to address issues critical issues to meet client needs and maintain engaged, partnering relationship with business partners and clients.
Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.
Industry Knowledge: Knowledge of the organization's industry group, trends, directions, major issues, regulatory considerations, and trendsetters; ability to apply industry knowledge appropriately to diverse situations.
Selling: Knowledge of diverse sales tools, tactics and techniques and ability to use these to persuade a person to buy a product or service.
Strategic Sales Planning: Knowledge of sales principles, processes, techniques and tools; ability to develop sales plans that are future-oriented, support business strategy and reflect understanding of emerging, as well as existing, opportunities and markets.
Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.
About Equitable
At Equitable, we’re a team of over ten thousand strong; 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.
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.
Primary Location
UNITED STATES-Remote
Other Locations
UNITED STATES-NJ, UNITED STATES-NY-New York, UNITED STATES-NJ-Jersey City
Organization
Equitable
Schedule
Full-time
