Role Description
Equitable is seeking a motivated and relationship-driven Regional Vice President (External Wholesaler) to join our Life Insurance team. In this role, you will partner with Independent Financial Professionals and Independent Broker-Dealers to position life insurance as a key component of holistic wealth planning and asset location strategies. This role will focus on educating advisors on the value of life insurance as a tax-advantaged asset, including applications related to IRC Section 7702, while helping clients incorporate life insurance into broader financial and retirement planning discussions. This position offers a remote work arrangement plus up to 50% travel for business needs. Periodic office visits may be requested based on business needs.
Responsibilities
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The RVP is directly responsible for developing and maintaining consultative relationships with Independent Broker Dealers.
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The RVP role is the Key Driver of revenue in their territory, including accountability for achieving and exceeding territory sales targets and territory management (APE).
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Develop new producers while retaining existing producers to grow market share.
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Educate and train advisors on Equitableβs Life products.
Qualifications
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7+ years of Life Insurance industry experience.
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Experience in Direct Sales of Life Insurance products.
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Life and Health insurance licenses.
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FINRA Series 6 & 63 registrations, active upon hire.
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Valid driverβs license and clean driving record are required.
Preferred Qualifications
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FINRA Series 7 highly desired.
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Exceptional communication/interpersonal skills with good computer and organizational skills.
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Willingness to travel up to 50%.
Skills
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Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.
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Financial Services Industry: Knowledge of financial services industry trends, directions, major issues, regulatory considerations and trendsetters; ability to provide specific financial advice to clients.
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Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.
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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.
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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.
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Prospecting: Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market.
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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).
Benefits
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The base salary for this position is $80,000.
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This role is eligible for variable compensation.
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Equitable provides a full range of benefits, including medical, dental, vision, a 401(k) plan, and paid time off.