Hybrid Wholesaler- Mutual Funds (West Coast Coverage)

At Equitable, our power is in our people.

We're individuals from different cultures and backgrounds. 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. Are you ready to join an organization that will help unlock your potential?

Equitable is looking for a Regional Vice President (Hybrid Wholesaler) to join our 1290 Funds team. This RVP will be responsible for driving growth of 1290 Fund sales in their assigned region. You will work remotely with up to 20% travel as needed.

Key Job Responsibilities

• Develop and manage relationships with existing clients.
• Assess clients' needs in order to promote new products.
• Educate and train clients on 1290 Funds.
• Develop new relationships with independent firm Reps primarily in the independent channel.
• Responsible for territory management and organization.
• Drive meeting activity primarily through virtual meetings.
• Maintain sales goals. Candidate must be able to identify, create and implement fund sales opportunities.
• The candidate will be responsible for communication with NSM and Salesdesk Manager on an ongoing basis.
• Ability to travel within sales territory up to 20% as needed.
• Develop new producers while retaining existing producers to grow market share.
• Use Salesforce (CRM) to log activity, maintain pipeline, follow up on leads, and analyze opportunities.
• Managing a budget and timely expense reporting
• Knowledge of territory management practices, tools, and techniques; ability to manage and maximize investment business for multiple geographical areas.

The base salary for this position is $70,000. 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
Required Qualifications

• Bachelor's degree or equivalent work experience
• 2 years sales experience in independent channel
• 2 years experience in sales of investments
• FINRA Series 6 or 7, and Series 63 Licenses

Preferred Qualifications

• Experience in selling investment products to fee-based Advisors.
• Direct Sales Experience
• Skilled communicator with ability to simplify complicated details for various audiences
• Strong technology skills (Salesforce, Excel, PowerPoint, mobile device application use for sales situations)
• Demonstrates strong interpersonal skills with a collaborative style
• Ability to develop strategies and business plans to deliver and exceed expected business objectives and results
• Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail

Skills

Client Relationship Management: Knowledge of client relationship; ability to address issues critical issues to meet client needs and maintain engaged, partnering relationship with business partners and clients.

Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.

Industry Knowledge: Knowledge of the organization's industry group, trends, directions, major issues, regulatory considerations, and trendsetters; ability to apply industry knowledge appropriately to diverse situations.

Selling: Knowledge of diverse sales tools, tactics and techniques and ability to use these to persuade a person to buy a product or service.

Strategic Sales Planning: Knowledge of sales principles, processes, techniques and tools; ability to develop sales plans that are future-oriented, support business strategy and reflect understanding of emerging, as well as existing, opportunities and markets.

Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.

#LI-Remote

ABOUT EQUITABLE

At Equitable, we're a team of over ten thousand strong; 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, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

**********

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 TalentAcquisition@equitable.com . Apply