About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859.  

Equitable is looking for a dynamic Regional Vice President, Annuities (External Wholesaler to join our Individual Retirement team supporting the Independent Planner Channel.  This position will be supporting the Independent Planner Channel within the Chicago, IL market and have up to 95%25 travel within the territory to support business needs. 

What We Are Looking For

·        Develop and manage consultative relationships with existing Third Party advisors.

·        Assess and identify the needs of advisor clients in order to promote new products.

·        Develop new producers while retaining existing producers to grow market share in excess of 15%25.

·        Educate and train advisors on Annuity products.

·        Champion for headquarters marketing campaigns at local client level.

·        Develop new relationships. Responsible for territory management.

·        Utilize internal sales desk for enhanced customer service.

·        Follow up on Internal Sales Desk leads.

·        Maintain sales goals. Candidate must be able to identify, create and implement annuity sales opportunities.

·        The candidate will be responsible for communication with Divisional Vice Presidents on an ongoing basis.

Remote + Travel – This position offers a remote work arrangement plus up to 95%25 travel for business needs. Periodic office visits may be requested based on business needs. 

The base salary for this position is $60,000. 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

What You Will Bring

·        FINRA Series 6 or 7 and Series 63 registrations

·        Resident State Life, Health and Variable Annuities Insurance license

·        Thorough knowledge of Variable Annuities and Mutual Funds

·        2+ years direct sales experience

Preferred Qualifications

·        Experience selling annuities in Chicago, IL market

·        Bachelor's degree

·        CLU, ChFC and/or CFP

·        Exceptional communication/interpersonal skills

·        Highly Organized

·        Technically savvy with computer and MS Office products

Skills

 
Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.

Negotiating: Knowledge of successful negotiation concepts and techniques; ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative manner.

Prospecting: Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market.
 

Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers.
 

Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.

Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.

 

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’re a 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 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.  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 [email protected].