Legacy Wealth Strategies
Legacy Wealth Strategies is a financial advisory firm offering tax-efficient financial planning, investments, and insurance services.
- Open roles
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- Location
- Remote
- Workplace
- Remote
Last verified live 1 month ago · checked directly on the company's Oracle Taleo
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Regional Vice President RIA Annuities (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 looking for a Regional Vice President (External Wholesaler) to join our Individual Retirement team in the RIA channel. This RVP will be responsible for driving growth of Annuity Sales in their assigned region. You will work remotely with up to 40% travel as needed within the Northeast territory supportingNY, MA, CT, NH, ME, RI, VT.
What You’ll Be Doing
Responsibilities
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Develop and manage relationships with existing clients.
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Penetrate all potential clients within existing clients.
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Assess clients' needs in order to promote new products.
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Educate and train clients on Annuity products.
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Develop new RIA relationships. Responsible for territory management.
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Follow up on Internal Sales Desk leads.
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Maintain sales goals. Candidate must be able to identify, create and implement annuity sales opportunities.
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The candidate will be responsible for communication with Head of RIA sales on an ongoing basis.
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Ability to travel within sales territory up to 40% as needed.
This position offers a remote work arrangement plus up to 40% travel for business needs. Periodic office visits may be requested based on business needs.
The base salary for this position is $60,000. 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