Regional Vice President – Mutual Funds, External Wholesaler

• Educate and train advisors on Equitable Investment Management model portfolios
• Assess and identify the needs of advisor clients to promote new products
• Develop new producers while retaining existing producers to grow market share
• 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
• Identify, create and implement investment sales opportunities to attain stated sales goals
• Responsible for communication with National Sales Manager
• Managing a budget and timely expense reporting
• Maintain sales goals

• 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
• Proven organization skills balancing between computer, mobile device and other equipment
• Willingness to travel 75%
• Must be located within the territory

Demonstrates expertise in investment management and sales strategies, with a strong focus on client education and territory management. Proficient in utilizing Salesforce for pipeline management and opportunity analysis while maintaining effective communication with stakeholders.