- 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.
- 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
- 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
- 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%of the working day
- Reliable; ability to meet attendance and punctuality standards
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Premier Operations Associate- Annuities Team - Charlotte, United States - Equitable Services
Description
Premier Operations Associate- Annuities TeamPrimary Location :
UNITED STATES-NC-Charlotte
Organization :
Equitable
Schedule :
Full-time
Description
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?
Key Job Responsibilities
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 \_id=A
Qualifications
Required Qualifications
Preferred Qualifications
Skills
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.
Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.
\#LI-Hybrid
ABOUT EQUITABLE
At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader.We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE:
Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at or email us at .
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