Branch Support Analyst - Licensing & Controls (HYBRID)

Equitable•Charlotte, NC

1d•$42,000 - $50,000•Hybrid

About The Position

Equitable is looking for a dynamic Branch Support Analyst - Licensing & Controls to join their team. This role provides high-level customer service support for assigned Branches and maintains field force Contract, Licensing, and Registration records. The analyst will function as an information resource and quality control, entering, updating, and maintaining records for new hire processing, individual licensing, and registration needs. This position offers a hybrid work schedule, requiring 2-3 days per week on-site for a balance of flexibility and team collaboration.

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 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.