Branch Support Analyst - Licensing & Controls (HYBRID)

EQH•Charlotte, NC

19h•Hybrid

About The Position

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 Branch Support Analyst - Licensing & Controls to join our team! 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 range for this position is $42,000-$50,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility. 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

Requirements

Excellent communication skills
Strong work ethic, reliable and innovative
Ability to manage multiple tasks while meeting strict deadlines and able to prioritize in a fast paced, high-pressure environment
Great organizational skills
Good team player and willing to learn additional support functions, as needed
Proficient knowledge of word processing and spreadsheet applications
Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
Customer Service Management: Knowledge of customer service priorities and ability to utilize tools and techniques for maintaining an environment where all understand, and are committed to providing excellent service to internal and external customers.
Data Entry Management: Knowledge of data entry management; ability to manage data entry and report the results during daily work.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application ofөөthe application of appropriate communication behaviors.
Insurance Legal and Regulatory Environment: Knowledge of federal, state and local laws and regulations; ability to comply with these laws and regulations in insurance industry practices and activities.

Nice To Haves

Knowledge of SEC, FINRA and State Insurance licensing
Bachelor’s degree
1+ years experience in Finance or Insurance industry

Responsibilities

Provide high level customer service support for the assigned Branches and maintain field force Contract, Licensing and Registration records.
Function as an information resource and quality control.
Under general supervision, enter, update and maintain all records regarding new hire processing, individual licensing and registration needs.
Review and process the initial FINRA form U4s, Departments of Insurance License/Appointment applications, Appointment renewals and Contracting updates for candidates.
Update and maintain candidate records using external and internal systems and applications.