Regional Vice President

2 weeks ago

Seattle, Washington, United States Equitable Advisors Full time
Job Description

Job Title: Regional Vice President - External Wholesaler

Job Summary: We are seeking a highly skilled and experienced Regional Vice President - External Wholesaler to join our team at Equitable Advisors. The successful candidate will be responsible for developing and managing consultative relationships with existing National, Regional, and Insurance Broker Dealer advisors within the territory of CA, OR, WA, NV, ID & MT.

Key Responsibilities:
  • Client Relationship Management: Assess and identify the needs of advisor clients in order to promote new products.
  • Sales Development: Develop new producers while retaining existing producers to grow market share.
  • Product Knowledge: Educate and train advisors on 1290 Funds and models.
  • Territory Management: Develop new relationships and manage territory effectively.
  • Collaboration: Work with and train Internal Wholesaler to work collaboratively with RVP.
  • Technology: Utilize Salesforce (CRM) to log activity, maintain pipeline, and analyze opportunities.
  • Sales Planning: Identify, create and implement investment sales opportunities to attain stated sales goals.
  • Communication: Communicate with National Sales Manager on an ongoing basis.
  • Financial Management: Manage a budget and timely expense reporting.
  • Sales Performance: Maintain sales goals and identify, create and implement investment fund and MPS model sales opportunities.
  • Territory Knowledge: Knowledge of territory management practices, tools, and techniques; ability to manage and maximize investment business for multiple geographical areas.
  • Travel: Travel required 75% of time.

Compensation: The base salary for this position is $85,000. This role is eligible for variable compensation.

Benefits: For eligible employees, Equitable provides a full range of benefits, including medical, dental, vision, a 401(k) plan, and paid time off.

Requirements:
  • Experience: Knowledge of Mutual Funds and Investment products - previous direct sales experience required.
  • Communication Skills: Demonstrated communication/interpersonal skills.
  • Technical Skills: Proven computer, mobile device and organizational skills.
  • Location: Must be located within the territory.
  • Travel: Willingness to travel 75%.
Preferred Qualifications:
  • Local Market Knowledge: Experience in local area market.
  • Professional Certifications: CIMA or CFA.
Skills:

Client Relationship Management: Knowledge of client relationship; ability to address 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.

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