About the RoleEquitable is looking for a dynamic
Group Retirement Regional Vice President to support the
Northwest Territory. The Regional Vice President (RVP) is responsible for driving growth of 401(k) and governmental 457(b) sales through both Equitable Advisors (retail), 3rd party financial advisors in the Pacific Northwest territory focused on
Washington, Oregon, and Alaska.This position offers a remote work arrangement plus
up to 80% travel for business needs. Periodic office visits may be requested based on business needs.
What You'll Be DoingPrimary responsibilities include:
- Developing sales pipeline, generating activities to drive proposal development and point of sale meetings to attain assigned goal.
- Leverage internal sales desk to grow in assigned region and follow up on sales desk leads.
- The candidate will be responsible for communicating with Divisional Vice President (DVP) and Player Coach on an ongoing basis regarding territory sales activities and sales goal attainment.
- You will work remotely from your home office and travel as needed.
The
base salary for this position is
$90,000. 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
QualificationsWhat You Will BringRequired Qualifications
- 7+ years of 401(k)/457(b) wholesaling experience in the Pacific Northwest (Washington, Oregon, and Alaska) region.
- Thorough working knowledge of 401(k)/457(b), cash balance and managed account products
- FINRA Series 6 or 7, and Series 63 Registrations
- Life & Health Insurance Licenses in Washington, Oregon, and Alaska
Preferred Qualifications
- Bachelor's degree
- Professional Designations CLU, ChFC or CFP are viewed favorably
- Exceptional communication/interpersonal skills with excellent computer and organizational skills
SkillsEffectivePresentations:Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.
Influencing:Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.
KnowledgeofSalesChannels:Knowledge of meanings and features of sales channels; ability to coordinate multiple and diverse options for selling an organization's products and services.
Producing Results: Understanding of the criticality of getting things done in spite of current circumstances and the ability to utilize assigned resources and leverage back-channel resources (individuals or teams) to achieve or exceed planned outcomes.
Prospecting:Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market.
Sales&Marketing:Knowledge of the strategies and operations for promoting the organization products, services and reputation; ability to develop and implement these strategies and operations.
TerritoryManagement:Knowledge of territory management practices, tools and techniques; ability to manage and maximize insurance business performance for one or multiple geographical area(s).
