Divisional Vice President, Individual Retirement; REMOTE

About The Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives— a mission we’ve honed since 1859. Equitable is looking for an experienced and dynamic Divisional Vice President to support Individual Retirement sales and a team of External Wholesalers in the Northeast, New England, and New York markets.

• Direct responsibility for the hiring, training and motivating of Third-Party Channel wholesalers.
• Wholesaler management includes accountability for hitting sales, activity and budget targets.
• Field activities include routine travel and wholesaler training in areas such as product training, presentation skills and territory management.
• Assist in the building and execution of sales and marketing plans for Equitable Distributors’ (EDL) with senior management and Key Accounts.
• Manage their division within budget: T/E, focus firm discretionary and DVP discretionary budgets.
• Strategic Awareness:
  Provide input into the strategic direction of EDL in a way that is consistent with senior management and conforms with the profitability targets of EDL and Equitable.

This position offers a remote work arrangement plus up to 90% travel for business needs. Periodic office visits may be requested based on business needs.

The base salary for this position is $150,000. 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

• Associate/Bachelor’s degree in business, finance or relevant work experience.
• 7+ years of Variable Annuity and/or Mutual Fund wholesaling experience.
• Proven success in ability to train and develop wholesalers.
• FINRA Series 7, 63, 24 & 26 registrations.
• Resident State Life, Health and Variable Annuities Insurance license.
• Able to travel extensively (up to 90%) for business needs.

• Prior people and sales management experience highly desired.
• Work background in the Financial Services/Securities industry.
• Thorough knowledge of Advanced Markets as well as basic understanding of additional areas such as wrap programs, money management, and fundamental and technical analysis.
• Outstanding presentation and proven sales skills.
• Highly organized and able to manage a large team of wholesalers to success.
• Exceptional verbal and written communication skills.

Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.

Knowledge of Sales Channels: Knowledge of meanings and features of sales channels; ability to coordinate multiple and diverse options for selling an organization's products and services.

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.

Sales Closing and Agreements: Knowledge of sales closing and agreements related processes, techniques and skills; ability to close deals and reach final sales agreements.

Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.

Sales Training: Knowledge of sales training methodologies; ability to ensure that sales and sales management employees have the knowledge and skills required to meet both tactical and strategic sales objectives.

Territory Management: Knowledge of territory management practices, tools and techniques; ability to manage and maximize insurance business performance for one or multiple geographical area(s).

At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into…