Legacy Wealth Strategies
Legacy Wealth Strategies is a financial advisory firm offering tax-efficient financial planning, investments, and insurance services.
- Open roles
- 396
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- Location
- Remote · United States of America
- Workplace
- Remote
Last verified live 3 days ago · checked directly on the company's Oracle Taleo
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Life Regional Vice President, (REMOTE+TRAVEL)
at Legacy Wealth Strategies
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% travel for business needs. Periodic office visits may be requested based on business needs.
What You’ll Be Doing
Responsibilities
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The RVP is directly responsible for developing and maintaining consultative relationships with Independent Broker Dealers
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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)
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Develop new producers while retaining existing producers to grow market share
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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