Regional Vice President- Mutual Funds; External Wholesaler – TX, OK, AR, LA & MS; Remote

Regional Vice President
- Mutual Funds (External Wholesaler) – TX, OK, AR, LA & MS

Join to apply for the Regional Vice President
- Mutual Funds (External Wholesaler) – TX, OK, AR, LA & MS role at Equitable

At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

The Regional Vice President – External Wholesaler will develop and manage consultative relationships with existing National, Regional, and Insurance Broker Dealer advisors within the territory of: TX, OK, AR, LA, MS.

• 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.
• Educate and train advisors on 1290 Funds and models.
• 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.

• Bachelor's degree required.
• FINRA 6 and 63 OR 7 required.
• CIMA, CFA a plus.
• Knowledge of Mutual Funds and Investment products - previous direct sales experience required.
• Demonstrated communication/interpersonal skills.
• Proven computer, mobile device and organizational skills.
• Willingness to travel 75%.
• Must be located within the territory.

• Experience in local area market preferred.
• CIMA, CFA a plus.

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

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  or email us at Ta
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• UNITED STATES-LA-New Orleans
• UNITED STATES-TX-Houston
• UNITED STATES-TX-Austin
• UNITED STATES-TX-San Antonio
• UNITED STATES-OK-Oklahoma City
• UNITED STATES-LA-Baton Rouge
• UNITED STATES-TX-Fort Worth
• UNITED STATES-MS-Jackson
• UNITED STATES-MS-Ridgeland
• UNITED STATES-Remote
• UNITED STATES-TX-Dallas

Full-time