Lake Financial Group
Lake Financial Group is a financial firm offering retirement planning, estate planning, and income tax strategy services.
- Open roles
- 349
Company signals
Score: 55Job facts
- Location
- Remote
- Workplace
- Remote
Last verified live 1 day, 10 hours ago · checked directly on the company's Oracle Taleo
More roles at Lake Financial Group
- Wealth Management Associate - CA, San Diego (4060) · UNITED STATES-CA-San Diego
- Wealth Management Associate - NH, Portsmouth (2375) · UNITED STATES-NH-PORTSMOUTH
- Financial Professional - NY, New York (5102) · UNITED STATES-NY-New York
- Financial Professional - Retirement Benefits Group - TX, Houston (5255) · UNITED STATES-TX-Houston
- Financial Professional - TN, Nashville (5254) · UNITED STATES-TN-Franklin
- Financial Professional - TN, Nashville (5253) · UNITED STATES-TN-Franklin
Regional Vice President, Group Retirement Pac NW (REMOTE+TRAVEL)
at Lake Financial Group
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 a dynamic Group Retirement Regional Vice President to support the Northwest Territory. The Regional Vice President (RVP) is responsible for driving growth of 401(k) and governmental 457(b) sales through both Equitable Advisors (retail), 3rd party financial advisors in the Pacific Northwest territory focused on Washington, Oregon, and Alaska.** **
This position offers a remote work arrangement plus up to 80% travel for business needs. Periodic office visits may be requested based on business needs.
What You’ll Be Doing
Primary responsibilities include:
-
Developing sales pipeline, generating activities to drive proposal development and point of sale meetings to attain assigned goal.
-
Leverage internal sales desk to grow in assigned region and follow up on sales desk leads.
-
The candidate will be responsible for communicating with Divisional Vice President (DVP) and Player Coach on an ongoing basis regarding territory sales activities and sales goal attainment.
-
You will work remotely from your home office and travel as needed.
The base salary for this position is $90,000. 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