Life Regional Vice President, (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 seeking a motivated and relationship-driven Regional Vice President (External Wholesaler) to join our Life Insurance team. In this role, you will partner with Independent Financial Professionals and Independent Broker-Dealers to position life insurance as a key component of holistic wealth planning and asset location strategies.

This role will focus on educating advisors on the value of life insurance as a tax-advantaged asset, including applications related to IRC Section 7702, while helping clients incorporate life insurance into broader financial and retirement planning discussions.

This position offers a remote work arrangement plus up to 50%25 travel for business needs. Periodic office visits may be requested based on business needs. 

What You’ll Be Doing

Responsibilities

• The RVP is directly responsible for developing and maintaining consultative relationships with Independent Broker Dealers

• The RVP role is the Key Driver of revenue in their territory, including accountability for achieving and exceeding territory sales targets and territory management (APE)

• Develop new producers while retaining existing producers to grow market share

• Educate and train advisors on Equitable’ s Life products

The career model for this position is Wholesaler III and the paygrade is W6.

Employee Acknowledgment

I understand that, as an internal applicant, I am expected to discuss my interest in this opportunity with my current manager during the recruitment process and before a hiring decision is finalized. I also understand that, if selected for the position, any transition timing will be determined in partnership with my current manager, the hiring manager, Human Resources, and Talent Acquisition.

The base salary for this position is $80,000. 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

• 7+ years of Life Insurance industry experience

• Experience in Direct Sales of Life Insurance products

• Life and Health insurance licenses

• FINRA Series 6 & 63 registrations, active upon hire

• Valid driver’s license and clean driving record are required

Preferred Qualifications

• FINRA Series 7 highly desired 

• Exceptional communication/interpersonal skills with good computer and organizational skills

• Willingness to travel up to 50%25

Skills

Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.

Financial Services Industry: Knowledge of financial services industry trends, directions, major issues, regulatory considerations and trendsetters; ability to provide specific financial advice to clients.

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.

Producing Results: Understanding of the criticality of getting things done in spite of current circumstances and the ability to utilize assigned resources and leverage back-channel resources (individuals or teams) to achieve or exceed planned outcomes.

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

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. 

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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 TalentAcquisition@equitable.com.