At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll 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 role will administer company policies at the Complex level and act as Field Liaison to Headquarters. Develop and implement efficient procedures throughout the Complex in partnership with the Complex Operation Manager. Facilitate communications within Branch/Complex to support day-to-day New Business escalations, interfacing with Advisors and Managers. Run and monitor monthly reports in support of FPs and Complex level reports to help track budgets, growth, development and various Associate recognition and qualification metrics. Support Headquarters initiatives that help develop, improve, or eliminate processes to create value and provide excellent support to the field. A resource that assists in the development of new programs. Coordinate Associate and staff activities, including large case support, new business liaison (NOC) and special support needs. Administering New Business Training. Proactively partner with compliance and licensing partners on best practices when reviewing new business. Prepare and maintain new business resources for Advisors.
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Job Type
Full-time
Career Level
Mid Level