Premier Operations Associate- Annuities Team; HYBRID

Overview

Job Description - Premier Operations Associate
- Annuities Team (HYBRID) (2600003E)

UNITED STATES-NC-Charlotte

Equitable

Full-time

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.

• 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.

• 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

• 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.

#LI-Hybrid

At Equitable, we’re a team 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…