Manager, Premier Financial Professionals

Equitable

1d•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 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.

Requirements

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

Nice To Haves

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.

Responsibilities

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