Regional Vice President- Mutual Funds (External Wholesaler) – New York City, Long Island & New Jersey
Equitable
- Jersey City, NJ New York City, NY
- $85,000 per year
- Permanent
- Full-time
- 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 Series 6 or 7 and 63 required.
- Knowledge of Mutual Funds and Investment products - previous direct sales experience required.
- Demonstrated communication/interpersonal skills.
- Proven computer, mobile device and organizational skills.
- Must be located within the territory.
- Willingness to travel 75%.
- Experience in local area market preferred.
- CIMA, CFA a plus.