Regional Vice President, Group Retirement in NorCAL, OR, WA, AK & HI (REMOTE+TRA
Equitable Advisors, Oregon, Wisconsin, United States, 53575
Primary Location
UNITED STATES-OR
Other Locations 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
Organization Equitable
Schedule 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 leveragetheir 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. Click
Careers at Equitable
to learn more.
**********
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 .
#J-18808-Ljbffr
Other Locations 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
Organization Equitable
Schedule 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 leveragetheir 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. Click
Careers at Equitable
to learn more.
**********
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 .
#J-18808-Ljbffr