Regional Vice President – RIA Annuities
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Job Description
Equitable Regional Vice President driving RIA annuity sales across the Northeast. Managing advisor relationships, territory growth, product education, and up to 40% business travel.
Responsibilities:
- Drive growth of annuity sales in the assigned RIA region
- Develop and manage relationships with existing clients
- Penetrate all potential clients within existing clients
- Assess client needs to promote new products
- Educate and train clients on annuity products
- Develop new RIA relationships
- Manage the sales territory
- Follow up on Internal Sales Desk leads
- Maintain sales goals
- Identify, create, and implement annuity sales opportunities
- Communicate ongoing with the Head of RIA Sales
- Travel within the sales territory up to 40% as needed
Requirements:
- Bachelor's degree or equivalent work experience
- 2+ years of RIA sales experience
- 2+ years of experience selling Variable Annuities
- FINRA Series 6 or 7 license
- FINRA Series 63 license
- Annuity, Life, and Health Insurance License
- Ability to travel within the sales territory up to 40% as needed
- Experience selling annuities to RIAs and fee-based advisors preferred
- CLU, ChFC, and/or CFP preferred
- Direct sales experience preferred
- Ability to communicate complex concepts clearly
- Strong interpersonal skills and collaborative style
- Ability to develop strategies and business plans to meet or exceed business objectives
- Excellent organizational skills and ability to prioritize, multitask, and maintain attention to detail
Benefits:
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) plan
- Paid time off
- Growth opportunities
- Internal mobility
- Comprehensive compensation and benefits
- Flexibility
- Culture of collaboration and teamwork
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