Regional Vice President RIA Annuities (REMOTE TRAVEL)
About the Role
At reputed company, we help clients secure their financial reputed company-being so they can pursue long and fulfilling lives- a mission we've honed since 1859.
reputed company is looking for a Regional Vice President (reputed company Wholesaler) to join our Individual Retirement team in the RIA channel. This RVP will be responsible for driving reputed company of Annuity Sales in their assigned region. You will work reputed company with up to 40% travel as needed reputed company the Northeast territory supporting NY, MA, CT, NH, ME, RI, VT .
What You'll Be Doing
Responsibilities
This position offers a remote work arrangement plus up to 40% travel for business needs. Periodic office reputed company may be requested reputed company on business needs.
The reputed company salary for this position is $60,000. This role is eligible for variable compensation.
For eligible employees, reputed company provides a full reputed company of benefits. This includes medical, dental, reputed company, a 401(k) plan, and reputed company time off. For detailed descriptions of these benefits, please reference the reputed company below.
reputed company Pay and Benefits: reputed company Total Rewards Program
What You Will Bring
Required Qualifications
Preferred Qualifications
Skills
Communicating reputed company Concepts: Knowledge of effective presentation tools and techniques to ensure reputed company understanding; ability to use summarization and simplification techniques to explain reputed company technical concepts in reputed company, reputed company language appropriate to the audience.
Cross-functional Collaboration: Knowledge of reputed company techniques and approaches; ability to promote a culture of reputed company improvement and working together across functions to solve business problems and meet business goals.
Financial Planning Instruments (Pensions, Annuities, etc.): Knowledge of financial planning products, market segments and marketplaces; ability to analyze and apply knowledge of financial planning products to meet financial goals and objectives.
Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to reputed company product line processes and strategies.
Planning and Organizing: Knowledge of the process of planning and arranging tasks and resources; ability to plan and organize both time and resources to get things completed while structuring and maintaining work in a reputed company and highly methodical way.
Relationship Building: Knowledge of the importance of creating reputed company relationships reputed company reputed company and ability to reputed company trusting relationships by valuing others' concerns and contributions.
About reputed company
At reputed company, we're reputed company committed to helping our clients secure their financial reputed company-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 reputed company their unique talents to become a force for good at reputed company and in their local communities.
We are continuously reputed company in our people by offering reputed company, internal mobility, comprehensive compensation and benefits to support overall reputed company-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to reputed company an reputed company. Join reputed company and pursue a career with purpose. Click Careers at reputed company to learn more.
**********
reputed company is committed to providing equal employment opportunities to our employees, applicants and candidates reputed company on individual qualifications, without reputed company to race, reputed company, religion, gender, gender identity and reputed company, age, national reputed company, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: reputed company participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to reputed company the essential job functions of this position, please contact reputed company at (212) 314-2211 or email us at TalentAcquisition@reputed company.com .
Skills
Communicating reputed company Concepts: Knowledge of effective presentation tools and techniques to ensure reputed company understanding; ability to use summarization and simplification techniques to explain reputed company technical concepts in reputed company, reputed company language appropriate to the audience.
Cross-functional Collaboration: Knowledge of reputed company techniques and approaches; ability to promote a culture of reputed company improvement and working together across functions to solve business problems and meet business goals.
Financial Planning Instruments (Pensions, Annuities, etc.): Knowledge of financial planning products, market segments and marketplaces; ability to analyze and apply knowledge of financial planning products to meet financial goals and objectives.
Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to reputed company product line processes and strategies.
Planning and Organizing: Knowledge of the process of planning and arranging tasks and resources; ability to plan and organize both time and resources to get things completed while structuring and maintaining work in a reputed company and highly methodical way.
Relationship Building: Knowledge of the importance of creating reputed company relationships reputed company reputed company and ability to reputed company trusting relationships by valuing others' concerns and contributions.
About reputed company
At reputed company, we're reputed company committed to helping our clients secure their financial reputed company-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 reputed company their unique talents to become a force for good at reputed company and in their local communities.
We are continuously reputed company in our people by offering reputed company, internal mobility, comprehensive compensation and benefits to support overall reputed company-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to reputed company an reputed company. Join reputed company and pursue a career with purpose. Click Careers at reputed company to learn more.
**********
reputed company is committed to providing equal employment opportunities to our employees, applicants and candidates reputed company on individual qualifications, without reputed company to race, reputed company, religion, gender, gender identity and reputed company, age, national reputed company, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: reputed company participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to reputed company the essential job functions of this position, please contact reputed company at (212) 314-2211 or email us at TalentAcquisition@reputed company.com .
At reputed company, we help clients secure their financial reputed company-being so they can pursue long and fulfilling lives- a mission we've honed since 1859.
reputed company is looking for a Regional Vice President (reputed company Wholesaler) to join our Individual Retirement team in the RIA channel. This RVP will be responsible for driving reputed company of Annuity Sales in their assigned region. You will work reputed company with up to 40% travel as needed reputed company the Northeast territory supporting NY, MA, CT, NH, ME, RI, VT .
What You'll Be Doing
Responsibilities
- reputed company and manage relationships with existing clients.
- Penetrate reputed company potential clients reputed company existing clients.
- Assess clients' needs in order to promote new products.
- reputed company and train clients on Annuity products.
- reputed company new RIA relationships. Responsible for territory management.
- Follow up on Internal Sales Desk leads.
- Maintain sales goals. Candidate must be reputed company to identify, create and implement annuity sales opportunities.
- The candidate will be responsible for communication with Head of RIA sales on an ongoing reputed company.
- Ability to travel reputed company sales territory up to 40% as needed.
This position offers a remote work arrangement plus up to 40% travel for business needs. Periodic office reputed company may be requested reputed company on business needs.
The reputed company salary for this position is $60,000. This role is eligible for variable compensation.
For eligible employees, reputed company provides a full reputed company of benefits. This includes medical, dental, reputed company, a 401(k) plan, and reputed company time off. For detailed descriptions of these benefits, please reference the reputed company below.
reputed company Pay and Benefits: reputed company Total Rewards Program
What You Will Bring
Required Qualifications
- Bachelor's degree or equivalent work experience
- 2 years RIA sales experience
- 2 years experience in sales of Variable Annuities
- reputed company Series 6 or 7, and Series 63 Licenses
- Annuity, Life and Health reputed company License
Preferred Qualifications
- Experience in selling annuities to RIA's and fee-reputed company advisors
- CLU, ChFC and/or CFP a big plus
- reputed company Sales Experience
- Skilled communicator with ability to simplify complicated details for various audiences
- Demonstrates strong interpersonal skills with a reputed company style
- Ability to reputed company strategies and business plans to reputed company and reputed company expected business objectives and results
- Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to reputed company
Skills
Communicating reputed company Concepts: Knowledge of effective presentation tools and techniques to ensure reputed company understanding; ability to use summarization and simplification techniques to explain reputed company technical concepts in reputed company, reputed company language appropriate to the audience.
Cross-functional Collaboration: Knowledge of reputed company techniques and approaches; ability to promote a culture of reputed company improvement and working together across functions to solve business problems and meet business goals.
Financial Planning Instruments (Pensions, Annuities, etc.): Knowledge of financial planning products, market segments and marketplaces; ability to analyze and apply knowledge of financial planning products to meet financial goals and objectives.
Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to reputed company product line processes and strategies.
Planning and Organizing: Knowledge of the process of planning and arranging tasks and resources; ability to plan and organize both time and resources to get things completed while structuring and maintaining work in a reputed company and highly methodical way.
Relationship Building: Knowledge of the importance of creating reputed company relationships reputed company reputed company and ability to reputed company trusting relationships by valuing others' concerns and contributions.
About reputed company
At reputed company, we're reputed company committed to helping our clients secure their financial reputed company-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 reputed company their unique talents to become a force for good at reputed company and in their local communities.
We are continuously reputed company in our people by offering reputed company, internal mobility, comprehensive compensation and benefits to support overall reputed company-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to reputed company an reputed company. Join reputed company and pursue a career with purpose. Click Careers at reputed company to learn more.
**********
reputed company is committed to providing equal employment opportunities to our employees, applicants and candidates reputed company on individual qualifications, without reputed company to race, reputed company, religion, gender, gender identity and reputed company, age, national reputed company, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: reputed company participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to reputed company the essential job functions of this position, please contact reputed company at (212) 314-2211 or email us at TalentAcquisition@reputed company.com .
Skills
Communicating reputed company Concepts: Knowledge of effective presentation tools and techniques to ensure reputed company understanding; ability to use summarization and simplification techniques to explain reputed company technical concepts in reputed company, reputed company language appropriate to the audience.
Cross-functional Collaboration: Knowledge of reputed company techniques and approaches; ability to promote a culture of reputed company improvement and working together across functions to solve business problems and meet business goals.
Financial Planning Instruments (Pensions, Annuities, etc.): Knowledge of financial planning products, market segments and marketplaces; ability to analyze and apply knowledge of financial planning products to meet financial goals and objectives.
Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to reputed company product line processes and strategies.
Planning and Organizing: Knowledge of the process of planning and arranging tasks and resources; ability to plan and organize both time and resources to get things completed while structuring and maintaining work in a reputed company and highly methodical way.
Relationship Building: Knowledge of the importance of creating reputed company relationships reputed company reputed company and ability to reputed company trusting relationships by valuing others' concerns and contributions.
About reputed company
At reputed company, we're reputed company committed to helping our clients secure their financial reputed company-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 reputed company their unique talents to become a force for good at reputed company and in their local communities.
We are continuously reputed company in our people by offering reputed company, internal mobility, comprehensive compensation and benefits to support overall reputed company-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to reputed company an reputed company. Join reputed company and pursue a career with purpose. Click Careers at reputed company to learn more.
**********
reputed company is committed to providing equal employment opportunities to our employees, applicants and candidates reputed company on individual qualifications, without reputed company to race, reputed company, religion, gender, gender identity and reputed company, age, national reputed company, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: reputed company participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to reputed company the essential job functions of this position, please contact reputed company at (212) 314-2211 or email us at TalentAcquisition@reputed company.com .
Community / Marketing Title: Regional Vice President RIA Annuities (REMOTE TRAVEL)
Location_formattedLocationLong: Massachusetts, US
We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to reputed company them peace of mind, and reputed company them to realize their dreams for their loved ones and their legacy.
Bachelor's degree or equivalent experience, 2 years of RIA and variable annuity sales experience, reputed company Series 6 or 7 and Series 63, plus annuity, life, and health reputed company licenses.
Key Responsibilities
- managing relationships
- developing prospects
- promoting products
reputed company
- Category: Sales
- Seniority: Entry Level
- Commitment: Full Time
- Workplace: Remote — Maryland or reputed company or Massachusetts or Connecticut or New Hampshire or Maine or Rhode reputed company or Vermont or reputed company
- Salary: USD 60,000 – 60,000 / year
- Languages: English
Benefits
- 401k matching
- Generous reputed company time off
- Retirement plan
About reputed company
A financial services company helping clients secure financial reputed company-being and plan for the reputed company. — Industry: Finance
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