3rd Party Regional Sales Vice President

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?

Equitable is looking for a dynamic Regional Sales Vice President to join our Group Retirement team!  The 3rd Party Regional Sales Vice President is responsible for driving growth of 401(k) and Governmental 457(b) sales through 3rd Party financial advisors and RIA's in assigned region. Primary 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 sales in assigned region and follow up on sales desk leads. The candidate will be responsible for communicating with Divisional Vice President (DVP) on an ongoing basis regarding territory sales activities and sales goal attainment.

Key Job Responsibilities

• Developing sales pipeline
• Generating activities to drive proposal development and point of sale meetings to attain assigned goal
• Leverage internal sales desk to grow Group 401(k) and Governmental 457(b) sales in assigned region and follow up on sales desk leads

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

Required Qualifications

• 7 years of 401(k)/457(b) Wholesaling experience in Southern California, Arizona and Nevada
• Professional working knowledge of 401(k)/457(b), Cash Balance and Managed Accounts products
• FINRA Series Licenses 6 or 7, and 63
• Life and Health Insurance Licenses

Preferred Qualifications

• Bachelors degree preferred
• CLU, ChFC, CFP a big plus
• Exceptional communication/ interpersonal and organizational skills
• Ability to work with others in a team environment
• Demonstrates strong interpersonal skills with a collaborative style
• Ability to develop strategies and business plans to deliver and exceed expected business objectives and results
• Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
• Advanced relationship management skills

Skills

Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.

Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.

Financial Planning Instruments (Pensions, Annuities, etc.): Knowledge of financial planning products, market segments and marketplaces; ability to analyze and apply knowledge of financial planning products to meet financial goals and objectives.

Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.

Planning and Organizing: Knowledge of the process of planning and arranging tasks and resources; ability to plan and organize both time and resources to get things completed while structuring and maintaining work in a systematic and highly methodical way.

Relationship Building: Knowledge of the importance of creating positive relationships within the team and ability to develop trusting relationships by valuing others' concerns and contributions.

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.
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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.

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