Premier Operations Associate- Annuities Team (HYBRID)

Equitable•Charlotte, NC

1d•$50,000•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 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

Requirements

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
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
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.

Nice To Haves

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

Responsibilities

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.
Deliver white glove service to our top advisors to help provide a better sales and service experience.
Alleviate pressure from service center and allow our sales team to focus on new opportunities.