Regional Vice President, Group Retirement in Norcal, OR, WA, AK Remote

Primary Location

UNITED STATES-OR

UNITED STATES-CA-Fresno, UNITED STATES-WA, UNITED STATES-CA-WALNUT CREEK, UNITED STATES-CA-San Francisco, UNITED STATES-HI, UNITED STATES-CA-MONTEREY, UNITED STATES-CA-San Rafael, UNITED STATES-CA-PETALUMA, UNITED STATES-CA-SONOMA, UNITED STATES-CA-Concord, UNITED STATES-CA-MENLO PARK, UNITED STATES-CA-San Mateo, UNITED STATES-Remote

Equitable

Full-time

About the Role

At Equitable, we help clients secure their financial well‑being so they can pursue long and fulfilling lives- a missionwe’vehoned since 1859.

Equitable 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 Northern California, Washington, Oregon, Hawaii, and Alaska.

What You'll Be Doing

Key Job Responsibilities

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 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 up to 80% 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.

• 7+ years of 401(k)/457(b) wholesaling experience in the Western region, primarily in the Pacific Northwest (Northern California, Washington, Oregon, Hawaii, and Alaska)
• 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 Northern California, Washington, Oregon, Hawaii and Alaska

Preferred Qualifications

• Professional Designations CLU, ChFC or CFP are viewed favorably
• Exceptional communication/interpersonal skills with excellent computer and organizational skills

Skills

• Effective Presentations: 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.
• 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.
• 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.
• 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).

About Equitable

At Equitable,we’rea team 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,…