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 an experienced and dynamic Divisional Vice President to support Individual Retirement sales and a team of External Wholesalers in the Northeast/New England/New York markets.
What You’ll Be Doing
· Direct responsibility for the hiring, training and motivating of Third-Party Channel wholesalers.
· Wholesaler management includes accountability for hitting sales, activity and budget targets.
· Field activities include routine travel and wholesaler training in areas such as product training, presentation skills and territory management.
· Assist in the building and execution of sales and marketing plans for Equitable Distributors’ (EDL) with senior management and Key Accounts.
· Manage their division within budget: T/E, focus firm discretionary and DVP discretionary budgets.
· Strategic Awareness: Provide input into the strategic direction of EDL in a way that is consistent with senior management and conforms with the profitability targets of EDL and Equitable.
This position offers a remotework arrangement plus up to 90% travel for business needs. Periodic office visits may be requested based on business needs.
The base salary for this position is $150,000. 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
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 an experienced and dynamic Divisional Vice President to support Individual Retirement sales and a team of External Wholesalers in the Northeast/New England/New York markets.
What You’ll Be Doing
· Direct responsibility for the hiring, training and motivating of Third-Party Channel wholesalers.
· Wholesaler management includes accountability for hitting sales, activity and budget targets.
· Field activities include routine travel and wholesaler training in areas such as product training, presentation skills and territory management.
· Assist in the building and execution of sales and marketing plans for Equitable Distributors’ (EDL) with senior management and Key Accounts.
· Manage their division within budget: T/E, focus firm discretionary and DVP discretionary budgets.
· Strategic Awareness: Provide input into the strategic direction of EDL in a way that is consistent with senior management and conforms with the profitability targets of EDL and Equitable.
This position offers a remotework arrangement plus up to 90% travel for business needs. Periodic office visits may be requested based on business needs.
The base salary for this position is $150,000. 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
Required Qualifications
· Associate/Bachelor’s degree in business, finance or relevant work experience
· 7 years of Variable Annuity and/or Mutual Fund wholesaling experience
· Proven Success in ability to train and development wholesalers
· FINRA Series 7, 63, 24 26 registrations
· Resident State Life, Health and Variable Annuities Insurance license
· Able to travel extensively (up to 90%) for business needs
Preferred Qualifications
· Prior people and sales management experience highly desired
· Work background in the Financial Services/Securities industry
· Thorough knowledge of Advanced Markets as well as basic understanding of additional areas such as wrap programs, money management, and fundamental and technical analysis
· Outstanding presentation and proven sales skills
· Highly organized and able to manage a large team of wholesalers to success
· Exceptional verbal and written communication skills
Skills
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.
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.
Sales Closing and Agreements:Knowledge of sales closing and agreements related processes, techniques and skills; ability to close deals and reach final sales agreements.
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.
Sales Training:Knowledge of sales training methodologies; ability to ensure that sales and sales management employees have the knowledge and skills required to meet both tactical and strategic sales objectives.
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 toleveragetheir 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.ClickCareers at Equitableto 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: Equitableparticipatesin the E-Verify program.
If reasonable accommodation is needed toparticipatein 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 atTalentAcquisition@equitable.com.
What You Will Bring
Required Qualifications
· Associate/Bachelor’s degree in business, finance or relevant work experience
· 7 years of Variable Annuity and/or Mutual Fund wholesaling experience
· Proven Success in ability to train and development wholesalers
· FINRA Series 7, 63, 24 26 registrations
· Resident State Life, Health and Variable Annuities Insurance license
· Able to travel extensively (up to 90%) for business needs
Preferred Qualifications
· Prior people and sales management experience highly desired
· Work background in the Financial Services/Securities industry
· Thorough knowledge of Advanced Markets as well as basic understanding of additional areas such as wrap programs, money management, and fundamental and technical analysis
· Outstanding presentation and proven sales skills
· Highly organized and able to manage a large team of wholesalers to success
· Exceptional verbal and written communication skills
Skills
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.
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.
Sales Closing and Agreements:Knowledge of sales closing and agreements related processes, techniques and skills; ability to close deals and reach final sales agreements.
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.
Sales Training:Knowledge of sales training methodologies; ability to ensure that sales and sales management employees have the knowledge and skills required to meet both tactical and strategic sales objectives.
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 toleveragetheir 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.ClickCareers at Equitableto 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: Equitableparticipatesin the E-Verify program.
If reasonable accommodation is needed toparticipatein 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 atTalentAcquisition@equitable.com.