Strategic Account Associate- Annuity Team

Equitable

3d•$65,000•Remote

About The Position

The Strategic Account Associate role is a position that sits within Equitable Distributors, specifically focused on relationship management for third party firms that distribute Equitable’s variable annuity products. The Strategic Account Associate works alongside the team of Strategic Account Managers to support the organization’s most important third-party distribution partners, is independently responsible for supporting a small set of developing partners and is responsible for responding as needed to a much larger set of distribution partners. Additional responsibilities include new firm onboarding and operational/product shelf maintenance for the broad universe of distribution partners. The Strategic Account Associate will also act as the liaison between the broader Strategic Account team and various internal teams (i.e. Compliance, Finance, Sales Desk). The support functions of the role will entail presentation development, data analysis, report delivery and conference support. Some travel will be required.

Requirements

3+ years of annuity distribution experience
FINRA registration: Series 6 & 63
Resident Life and Variable Insurance Licenses
Bachelor’s Degree
Highly organized
High level of computer proficiency
Ability to pay attention to detail and multi-task
Strong Excel and PowerPoint skills
Demonstrated ability to work as a part of a cohesive team and autonomously
Excellent verbal and written communication skills
Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.
Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.
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.
Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers.

Responsibilities

Supporting the organization’s most important third-party distribution partners
Independently responsible for supporting a small set of developing partners
Responsible for responding as needed to a much larger set of distribution partners
New firm onboarding
Operational/product shelf maintenance for the broad universe of distribution partners
Act as the liaison between the broader Strategic Account team and various internal teams (i.e. Compliance, Finance, Sales Desk)
Presentation development
Data analysis
Report delivery
Conference support