National Sales Manager- 1290 Funds
National Sales Manager- 1290 Funds
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Job Description
Required Qualifications
- Bachelors degree required.
- Series 7 and 24 license required.
- Weekly travel or the ability to travel 75% of the time with RVPs.
- 7 years of proven ability to lead a highperformance wholesaler/internal wholesaler sales team as a divisional or national sales manager required.
- Thorough knowledge and existing relationships within intermediary broker dealer firms fund clearing platforms and model platforms.
- A selfstarter that is motivated passionate and resultsfocused with a strong awareness of the levers to drive profitable sales.
- A proven leader with documented experience recruiting training and retaining a highperforming sales team.
- Possess the ability to understand analyze interpret sales performance metrics and deduce a course of action or opportunity for enhancement.
- Selfsufficient team player with high levels of professionalism and leadership skills.
- Established communicator with a consultative style.
Preferred Qualifications
- Experience scaling growthstage startups
- Experience in an environment that encourages collaboration with affiliated commercial manufacturing lines and/or distributors to include Wealth Management Individual Retirement Group Retirement and Life.
- Demonstrated success distributing investment strategies through intermediaries including mutual funds ETFs or Separately Managed Accounts
- Familiarity with competitors complementary and substitute wealth management products and positioning which influence the mutual fund and investment management space.
- Knowledge of SalesForce CRM and Microsoft Office Suite.
- Masters level degree and/or professional designations desired but not required.
Skills
Crossfunctional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.
services.
resources (individuals or teams) to achieve or exceed planned outcomes.
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ABOUT EQUITABLE
At Equitable were a team of over ten thousand strong; committed to helping our clients secure their financial wellbeing 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 leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth internal mobility comprehensive compensation and benefits to support overall wellbeing flexibility and a culture of collaboration and teamwork.
We are looking for talented dedicated purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
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Equitable is committed to providing equal employment opportunities to our employees applicants and candidates based on individual qualifications without regard to race color religion gender gender identity and expression age national origin mental or physical disabilities sexual orientation veteran status genetic information or any other class protected by federal state and local laws.
NOTE: Equitable participates in the EVerify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position please contact Human Resources at (212)or email us at.
At Equitable our power is in our people.
Were individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here youll work with dynamic individuals build your skills and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential
This is a unique opportunity to assume a leadership position with a successful Investment company that is wellpositioned for its next growth phase. The National Sales Manager has direct responsibility for hiring training and motivating wholesalers. Management of the wholesalers includes accountability for hitting products sales targets mix targets maintaining activity levels and remaining within budget.
An experienced leader the National Sales Manager should be outcomeoriented and will help architect effective and efficient processes and procedures towards sales planning operations training onboarding and tracking.
The National Sales Manager will cultivate a highperformance resultsoriented culture rooted in the company core values of accountability transparency innovation and grit.
Key Job Responsibilities
- Lead manage and develop team of RVPs on best practices for product positioning territory management and territory pipelines to drive national sales of 1290 Funds mutual funds.
- Implement point of sales processes and methods within a strategic framework to generate gross sales that meet or exceed plan while maintaining market share and monitoring redemption rates.
- Assist in the development monitoring and communication of competitive sales compensation plans and travel and expense budgets for the distribution organization.
- Partner with key stakeholders in the development and implementation of marketing training and sales plans for new and existing investment management products strategies portfolios and mutual funds.
- Oversee sales pipeline management deal progression negotiations and develop team productivity KPIs to grow pipeline improve closing rates increase deal size and manage margin.
- Responsible for skills training programs for RVPs and internal wholesalers to include investment sales strategies valueadd concepts relationship development prospecting and presentations
- Responsible identifying and achieving sale goals advisor penetration and firm mix of the RVPs and their respective territories and working with support areas to forecast and establish said goals.
- Assist in identifying needs of financial intermediaries producers and prospects and coordinate field feedback to support key stakeholders in marketing communications product portfolio management to meet these needs.
- Serve as a brand ambassador and subject matter expert in our strategies to internal and external audiences presenting at national and regional advisor conferences and branch events.
- Ensure the sales team thoroughly understands the sales process product offerings technology capabilities and compliance procedures of the distributor and asset manager.
- Spearhead sales meetings to motivate the sales team encourage collaboration and provide information on an ongoing basis.
- Work with marketing to guide and aid development of gotomarket plans fulfill RVP and intermediary content and resource needs promote lead generation and marketing events and conferences.
The base salary for this position is $150000. 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
Required Experience:
Manager
Employment Type
Full-Time
