Regional Vice President- Mutual Funds; External Wholesaler – TX, OK, AR, LA & MS

Regional Vice President – Mutual Funds (External Wholesaler)

Territory:
Texas, Oklahoma, Arkansas, Louisiana & Mississippi.

At Equitable, our power is in our people. We are individuals from different cultures and backgrounds, and 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.

The Regional Vice President – External Wholesaler will develop and manage consultative relationships with existing National, Regional, and Insurance Broker‑Dealer advisors within the territory.

• Assess and identify the needs of advisor clients to promote new products.
• Develop new producers while retaining existing producers to grow market share.
• Educate and train advisors on 1290 Funds and models.
• Develop new relationships and manage territory.
• Utilize internal sales desk to assist in managing territory; 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.
• Communicate with National Sales Manager on an ongoing basis.
• Manage budget and timely expense reporting.
• Maintain sales goals and implement sales opportunities.
• Manage territory across multiple geographical areas using best practices.
• Travel required 75% of time.

• Bachelor's degree required.
• FINRA 6 and 63 or 7 required.
• CIMA, CFA a plus.
• Knowledge of Mutual Funds and investment products; previous direct sales experience required.
• Demonstrated communication/interpersonal skills.
• Proven computer, mobile device and organizational skills.
• Willingness to travel 75%.
• Must be located within the territory.

• Experience in local area market.
• CIMA, CFA a plus.

The base salary for this position is $85,000. This role is eligible for variable compensation. For eligible employees, Equitable provides a full range of benefits including medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the Equitable Total Rewards Program.

• Primary:
  New Orleans, LA
• Other:
  Houston TX, Austin TX, San Antonio TX, Oklahoma City OK, Baton Rouge LA, Fort Worth TX, Jackson MS, Ridgeland MS, Remote, Dallas TX

Full-time

Full-time

Mid‑Senior level

Business Development and Sales

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 Ta