Manager, Premier Financial Professionals at Equitable

, , United States -

Full Time

Start Date

Immediate

Expiry Date

12 Aug, 26

Salary

70000.0

Posted On

15 May, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Leadership, Team Development, Operational Excellence, Strategic Planning, Client Relationship Management, Data-Driven Decision Making, Talent Acquisition, Talent Retention, Coaching, Conflict Resolution, Performance Management, Analytical Skills, Communication Skills, Project Management, Financial Planning, Sales Management

Industry

Financial Services

Description

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 dynamic Manager, Financial Professional to join our Premier Team. This is a high-impact leadership opportunity for a results-driven professional who is passionate about ensuring operational excellence, strong client satisfaction, and consistent achievement of business goals. This position offers a flexible work schedule. Responsibilities include the development of Financial Professionals; management of their activities and work schedules; and monitoring and meeting or exceeding individual and group performance targets (call volume, queue time, client planning meetings, and sales). Additional responsibilities include meeting customer SLAs, delivering superior client satisfaction, on-site supervision, and resolving or escalating issues. What You’ll Be Doing · Monitor and meet key performance measures · Accountable for overall team performance · Develop and execute action plans to address deficiencies · Collaborate with cross-functional teams and mobilize resources to meet client needs · Assist management in identifying emerging client needs and industry trends, and contribute to strategies and tactics to address them · Manage day-to-day functions and performance of the Premier Team (staffing models, call queues, open issues, and quality) · Drive training attendance and implementation · Recruit experienced Financial Professionals and administer rapid upskilling programs for new hires to help them quickly meet targets and succeed in their roles · Measure and report performance metrics (call quality, Financial Professional performance, unit performance, and customer/advisor satisfaction) · Develop senior Financial Professionals into team mentors and promote joint work · Function as a senior Financial Professional when needed · Coach and mentor Financial Professionals, ensuring ongoing support and development · Create development plans, manage performance expectations, and handle disciplinary actions when needed · Escalate compliance concerns through appropriate channels This position may be fully remote/hybrid. If you are located near one of our offices (e.g., (e.g., Salt Lake City, UT; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection. Our remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer‑focused service during our core business hours. Periodic office visits may be requested based on business needs. The base salary for this position is $70,000. 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 What You Will Bring • 4+ years of professional work experience in a related role • FINRA Series SIE, 7 and 66 (or 63 & 65) • FINRA Series 24 registration or the ability to obtain within 180 days of hire • Resident State Life and Health Insurance License • Prior customer relationship management experience • Strong customer relationship-building skills • Experience managing client relationships and/or accounts • Proven track record of meeting sales goals • Excellent interpersonal and communication skills • Strong analytical skills • Ability to work effectively in a variety of situations and respond positively to change • Ability to collaborate with business partners • Ability to manage multiple projects and initiatives • Expert knowledge of life, annuity, and investment products • Ability to influence and work effectively with teams • Strong leadership, conflict resolution, people management, and coaching/development skills • Ability to motivate teams and achieve both individual and team goals • Achievement-oriented mindset Skills Leadership & Team Development: Proven ability to lead, coach, and develop high-performing teams through clear expectations, accountability frameworks, and ongoing feedback. Operational Excellence: Strong focus on process improvement, quality control, and performance optimization to drive consistent execution and measurable results. Strategic Planning & Execution: Experience aligning business objectives with actionable plans, ensuring successful delivery of key initiatives and organizational priorities. Client & Advisor Relationship Management: Skilled at building and maintaining strong relationships with Financial Professionals and clients to drive engagement, trust, and long-term success. Data-Driven Decision Making: Leverages analytics and performance metrics to identify trends, uncover opportunities, and inform strategic decisions. Attracting Talent: Demonstrated ability to identify, source, and recruit high-potential Financial Professional candidates through targeted outreach, networking, and structured interview processes. Skilled in evaluating candidate fit across competencies, production potential, and cultural alignment to ensure successful hiring outcomes. Retaining Talent: Strong focus on retaining top Financial Professionals by fostering engagement, providing career development pathways, and delivering consistent coaching. Experienced in onboarding new hires and supporting struggling Financial Professionals through structured development plans, performance coaching, and accountability measures to help them achieve and sustain production goals. About Equitable At Equitable, we’re a team committed to helping our clients secure their financial well-being 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 well-being, 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. Click Careers at Equitable to learn more. ********** 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 E-Verify 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) 314-2211 or email us at TalentAcquisition@equitable.com.

Responsibilities

Lead and develop a team of Financial Professionals to ensure operational excellence and the achievement of business performance targets. Manage day-to-day functions including staffing models, call queues, and the recruitment and upskilling of new hires.