-
Premier Operations Associate- Annuities Team
1 week ago
Equitable Charlotte, United StatesPremier Operations Associate- Annuities Team · **Primary 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. T ...
-
Premier Operations Associate- Annuities Team
1 week ago
Equitable Holdings, Inc. Charlotte, United StatesAt 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, Operations Associate, Operatio ...
-
Premier Operations Associate- Annuities Team
3 weeks ago
Equitable Services Charlotte, United StatesPremier Operations Associate- Annuities Team · **Primary 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. T ...
-
Premier Operations Associate- Annuities Team
1 week ago
AXA Equitable Holdings,Inc, Charlotte, United StatesAt 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 work ...
-
Premier Operations Associate- Annuities Team
2 weeks ago
Equitable Services Charlotte, United StatesAt 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 wor ...
-
Annuity and Retirement Income Consultant
2 weeks ago
Wells Fargo Charlotte, United StatesTake inbound and outbound phone calls, conference calls and Team calls. Support the Wells Fargo Annuity Business. Maintain current and ongoing Annuity knowledgeSupport several Financial Advisors planning tools. Be responsible for partnering with a te Retirement, Consultant, Banki ...
-
Client Care Specialist
1 week ago
AXA Equitable Holdings,Inc, Charlotte, United StatesAt 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 work ...
-
Client Care Specialist
1 week ago
Equitable Charlotte, United StatesClient Care Specialist (FINRA Required · **Primary 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 d ...
-
Data Governance
3 weeks ago
eTeam Charlotte, United StatesData Governance · Job Description: · Data Governance Lead to work with customer and Client their Data Governance needs in Annuity, Corporate Finance Back Office and Asset Management areas · Establish Data Governance Frame work in above mentioned areas · Establish Data Stewardshi ...
-
Client Care Specialist
3 weeks ago
Equitable Holdings Charlotte, United StatesAt 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 wor ...
-
Licensed Financial Consultant
2 weeks ago
Equitable Advisors Charlotte, United StatesEquitable Advisors · With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions, and commitments to our clients. Equi ...
-
Client Care Specialist
1 week ago
Equitable Holdings Charlotte, United StatesAt 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 wor ...
-
Managing Principal
3 weeks ago
Capco A Wipro Company Charlotte, United StatesAbout the Team:CAPCO - US Insurance Practice: A successful insurance business is only as strong as the strategy, technology, operations and people behind it. Acquisitions, organizational change, and rapid growth have left in their wake solutions that slow down business processes, ...
-
Client Care Specialist
6 days ago
Equitable Services Charlotte, United StatesAt 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 wor ...
-
Managing Principal
2 weeks ago
Capco, a Wipro Company Charlotte, United States**About the Team:** · CAPCO - US Insurance Practice: A successful insurance business is only as strong as the strategy, technology, operations and people behind it. Acquisitions, organizational change, and rapid growth have left in their wake solutions that slow down business pr ...
-
Managing Principal
3 weeks ago
Capco Charlotte, United States Full timeAbout the Team: · CAPCO - US Insurance Practice: A successful insurance business is only as strong as the strategy, technology, operations and people behind it. Acquisitions, organizational change, and rapid growth have left in their wake solutions that slow down business proce ...
-
Financial Advisor
3 weeks ago
Equitable Advisors LLC Charlotte, United StatesEquitable Advisors - Financial Advisor (Entry-level) · With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions, an ...
-
Client Care Specialist
3 weeks ago
Equitable Services Charlotte, United StatesClient Care Specialist (FINRA Required · **Primary 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 d ...
-
Managing Principal
3 weeks ago
Capco, a Wipro Company Charlotte, United States**About the Team:** · CAPCO - US Insurance Practice: A successful insurance business is only as strong as the strategy, technology, operations and people behind it. Acquisitions, organizational change, and rapid growth have left in their wake solutions that slow down business pro ...
-
Wealth Management Consultant
5 days ago
Equitable Charlotte, United StatesWealth Management Advisor - Equitable Advisors · With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions, and comm ...
Premier Operations Associate- Annuities Team - Charlotte, United States - Equitable Services
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 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.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 ProgramQualificationsRequired QualificationsMust have SIE, Series 6, and 63 licenses or be willing to obtain within 180 days of start dateMust have Resident Life and Variable Insurance Licenses or be willing to obtain within 180 days of start date Preferred QualificationsCollege degree highly preferredA 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 plusAbility to work alone and with a team in a highly structured environmentAbility to research and effectively utilize available knowledge/ product resourcesExcellent interpersonal and communication skills, ability to provide appropriate and understandable responses to resolve customer inquiries via the phone, by utilizing research and analytical skillsAbility to learn and retain a large amount of detailed information within a short period of timeAbility to multitask and use multiple systems simultaneouslyStrong work ethic, demonstrates commitment, dedication, highly engaged and involved in the jobHigh degree of professionalism; inclusive and collaborative work styleExceptional quality and service focus; highly productive and performance-drivenFlexible/Adaptable - ability to work effectively in a variety of situations and respond to change in a positive mannerSuccessfully 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 dayReliable; ability to meet attendance and punctuality standardsSkillsEffective 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-HybridABOUT 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