New Business Manager​/New Business Coordinator

Position: New Business Manager/ New Business Coordinator
New Business Manager / New Business Coordinator

Join Equitable as a New Business Manager / New Business Coordinator.

At Equitable, our power is in our people. We are 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

• This role will administer company policies at the local level and act as Field Liaison for the Region / Headquarters.

• Develop and implement efficient procedures throughout the Complex in partnership with COO and COM.

• Facilitate communications within Complex, support day‑to‑day Branch Operations, and interface with the VPs with issues of performance, workflow, and operating procedures.

• Run and monitor monthly reports in support of FPs to help track budgets, growth, development and various Associate recognition and qualification metrics.

• Responsible for complex reporting and new business and commissions inquiries and training.

• Support HQ initiatives that help develop, improve, or eliminate processes in order to create value and more effective and efficient support to the field.

• Act as a resource by sharing time and expertise to assist in the development of new programs.

The base salary range for this position is $86,000 - $90,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short‑term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

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

Required Qualifications

• 3+ years financial services experience or related business experience

• Expertise with Microsoft office tools

• Experience in or knowledge of insurance, securities, or financial services

• Good judgement and decision‑making skills

• Understands need for confidentiality at all work levels

Skills

• Coaching Others:
Knowledge of coaching and mentoring concepts and methods; ability to encourage, motivate, and guide individuals in learning and improving effectiveness.

• Continuous Learning:
Understanding of the rationale behind the necessity to continually learn and grow and the ability to seek performance feedback and identify approaches to improve own performance and that of others.

• Effective Communications:
Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

• Knowledge of Organization:
Knowledge of the organization's vision, structure, culture, philosophy, operating principles, values, and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance.

• 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.

• Results Orientation:
Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.

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…