Premier Operations Associate- Annuities Team (HYBRID) at Equitable

Charlotte, North Carolina, United States -

Full Time

Start Date

Immediate

Expiry Date

06 May, 26

Salary

50000.0

Posted On

05 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

SIE License, Series 6 License, Series 63 License, Resident Life License, Variable Insurance Licenses, Customer Service, Interpersonal Skills, Communication Skills, Research Skills, Analytical Skills, Multitasking, Professionalism, Adaptability, Call Volume Management, Effective Presentations, Negotiating

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 looking for a dynamic Premier Operations Associate- Annuities Team to join our team! This position is a Hybrid work position based out of our Charlotte, NC office. What You’ll Be Doing Liaison between an external wholesaler team in a specified division and IR service team to help handle service and new business cases for top financial advisors. This person will deliver white glove service to our top advisors to help provide a better sales and service experience. And will help alleviate pressure from service center and allow our sales team to focus on new opportunities. This position offers a hybrid work schedule, with an on–site presence of 2–3 days per week combining flexibility with team collaboration. The base salary for this position is $50,000. 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 Must have SIE, Series 6, and 63 licenses or be willing to obtain within 180 days of start date Must have Resident Life and Variable Insurance Licenses or be willing to obtain within 180 days of start date Preferred Qualifications College degree highly preferred A strong commitment to our customers. Prior customer service experience with superior customer service skills. Knowledge in insurance with an understanding of the financial market is a plus Ability to work alone and with a team in a highly structured environment Ability to research and effectively utilize available knowledge/ product resources Excellent interpersonal and communication skills, ability to provide appropriate and understandable responses to resolve customer inquiries via the phone, by utilizing research and analytical skills Ability to learn and retain a large amount of detailed information within a short period of time Ability to multitask and use multiple systems simultaneously Strong work ethic, demonstrates commitment, dedication, highly engaged and involved in the job High degree of professionalism; inclusive and collaborative work style Exceptional quality and service focus; highly productive and performance-driven Flexible/Adaptable – ability to work effectively in a variety of situations and respond to change in a positive manner Successfully manage a heavy call volume and sedentary nature of job. Required to sit at a workstation while on the telephone for 90%25of the working day Reliable; ability to meet attendance and punctuality standards Skills Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality. Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies. Listening: Knowledge of effective listening issues and techniques; ability to gather, clarify, and apply information transmitted verbally, while exhibiting a genuine interest toward the speaker. Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. Negotiating: Knowledge of successful negotiation concepts and techniques; ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative manner. #LI-Hybrid 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

This role acts as a liaison between an external wholesaler team and the IR service team to manage service and new business cases for top financial advisors. The associate will deliver white glove service to these top advisors to enhance their sales and service experience while alleviating pressure on the service center.