Regional Vice President Mutual Funds, West Territory (REMOTE + TRAVEL)

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 an experienced Regional Vice President (External Wholesaler) Mutual Funds for Equitable Investment Management will develop and manage consultative relationships with existing National, Regional, and Insurance Broker Dealer advisors in the Western territory: CA, OR, WA, NV, ID, MT, HI & AK.

This position offers a remote work arrangement plus up to 75% travel for business needs. Periodic office visits may be requested based on business needs. 

What You’ll Be Doing

• Educate and train advisors on Equitable Investment Management model portfolios and 1290 Funds family of mutual funds.

• 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.

• Develop new relationships. Responsible for territory management.

• Utilize internal sales desk to assist in managing territory.

• Work with and train Internal Wholesaler to work collaboratively with RVP.

• Use Salesforce (CRM) to log activity, maintain pipeline, and analyze opportunities.

• Candidate must be able to identify, create and implement investment sales opportunities to attain stated sales goals.

• Candidate will be responsible for communication with National Sales Manager on an ongoing basis.

• Managing a budget and timely expense reporting.

• Develop new producers while retaining existing producers to grow market share of 1290 Funds.

• Maintain sales goals. Candidate must be able to identify, create and implement investment fund and MPS model sales opportunities.

• Knowledge of territory management practices, tools, and techniques; ability to manage and maximize investment business for multiple geographical areas.

• Educate and train advisors on 1290 Funds investment products.

• Managing a budget and timely expense reporting.

• Travel required 75% of time.

The base salary for this position is $85,000. 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

• Bachelor's degree or equivalent professional work experience

• FINRA Series 6 and 63 registrations active upon hire

• FINRA Series 7 active upon hire or ability to obtain within 180 days of start date

• Success in a previous direct sales or wholesaler role

• Knowledge of Mutual Funds and Investment products

Preferred Qualifications

• Experience in local area market

• CIMA or CFA

• Demonstrated communication/interpersonal skills

• Proven computer, mobile device and organizational skills

• Located within the Western territory and ability to travel up to 75%

Skills

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