Equitable

Operations

• 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.

Premier Operations Associate – Annuities Team

Communications

• Convert Equitable’s achievements, programs and initiatives into clear, compelling drafts and messaging for digital channels - including newsletters, intranet articles, and Viva Engage posts - so employees stay informed, understand what matters most and feel connected to company news.
• Play a key role in producing and publishing the weekly company-wide newsletter – assisting with timelines, coordinating team contributions, checking for accuracy and supporting distribution through our internal email platform.
• Act as a storyteller who can identify the angle and hook in a story. You’ll be able to structure information clearly, spotlight key points and show why they matter to employees.
• Help maintain editorial and newsletter calendars to ensure communications are published accurately and on time across all internal channels.
• Support internal communication campaigns by brainstorming creative ways to use the right channels and timing for maximum engagement, ensuring employee stories stay timely, relevant and top of mind.
• Collaborate across teams to build strong internal partnerships - participating in calls, engaging in discussions and working together to identify stories, elevate content and finalize deliverables.
• Incorporate basic formatting and visuals into editorial content and digital platforms in collaboration with the design team.
• Assist in collecting and analyzing key data, including metrics reports and content audits. You’ll develop important reporting skills to track success and employee engagement levels, using insights to drive continuous improvement.
• Ensure quality, technical, company style and web standards are met for all written content.

Internal Communications Associate

Insurance

• Conduct thorough reviews of Individual & Group Life claims to ensure compliance with internal, state and regulatory requirements.
• Share feedback with a coaching mindset with a focus on talent development and continuous improvement.
• Collaborate with cross-functional teams to identify opportunities for improvement in current processes.
• Stay updated on changes in insurance regulations and industry best practices.
• Partner with teams to develop innovative solutions to elevate outcomes and customer experience.
• Assist in establishing and building a comprehensive quality program tailored to the needs of our organization.
• Apply technical knowledge to evaluate and enhance the effectiveness of Life Claims and Waiver programs.
• Analyze data and generate reports to track performance metrics and identify emerging trends or opportunities.

Quality Review Specialist – Group Life Insurance, Group Insurance Claims Experience Required

• Increase life insurance sales and strengthen client relationships through proactive outbound calls
• 20 quality phone conversations daily
• Provide an exceptional customer experience
• Achieve over 100% of annual sales goal

Senior Internal Wholesaler – Life Insurance

Vice President

• Assess and identify the needs of advisor clients in order to promote new products.
• Develop new producers while retaining existing producers to grow market share.
• Educate and train advisors on 1290 Funds and models.
• Develop new relationships.
• Responsible for territory management.
• Utilize internal sales desk to assist in managing territory.
• Work with and train Internal Wholesaler to work collaboratively with RVP.
• Use Salesforce (CRM) to log activity, maintain pipeline, and analyze opportunities.
• Candidate must be able to identify, create and implement investment sales opportunities to attain stated sales goals.
• Candidate will be responsible for communication with National Sales Manager on an ongoing basis.
• Managing a budget and timely expense reporting.

Regional Vice President – Mutual Funds, External Wholesaler

• Develop and manage consultative relationships with existing Third Party advisors.
• Assess and identify the needs of advisor clients in order to promote new products.
• Develop new producers while retaining existing producers to grow market share in excess of 15%.
• Educate and train advisors on Annuity products.
• Champion for headquarters marketing campaigns at local client level.
• Develop new relationships. Responsible for territory management.
• Utilize internal sales desk for enhanced customer service.
• Follow up on Internal Sales Desk leads.
• Maintain sales goals. Candidate must be able to identify, create and implement annuity sales opportunities.
• The candidate will be responsible for communication with Divisional Vice Presidents on an ongoing basis.

Regional Vice President, External Wholesaler, Northern Los Angeles

Regional Vice President, External Wholesaler

• Work closely with Management to transform the tax operations functions from manual and reactive to automated, data-driven, and strategically aligned.
• Act as a trusted advisor to management, proactively identifying strategic priorities and communicating risks, opportunities, and progress.
• Map and analyze current tax data/processes to identify high-risk manual points and compliance risks.
• Lead initiatives to improve workflows and implement data-driven solutions.
• Evaluate current system capabilities and IRS compliance gaps.
• Collaborate on the implementation of SOPs, templates, and workflows ensuring consistency across all business lines.
• Track penalty exposure metrics and recommend mitigation strategies.
• Participate in control reviews and execute process improvement projects.
• Research and apply IRS updates and annual tax regulations to internal workflows.
• Formally document end to end tax processes and build centralized knowledge repositories.
• Act as a liaison between management and internal teams to resolve tax-related issues and mitigate negative downstream impact.
• Provide timely escalation and feedback on tax matters.
• Support strategic planning through data-driven tax insights.
• Work with third-party vendors and other stakeholders to gather data and/or complete tasks.
• Embed framework that supports ongoing process enhancement for tax operations.
• Maintain a log of metrics for areas of improvement and achievements.
• Support training for new processes and IRS updates to include but not limited to sharing knowledge and cross training.

Operations Tax Specialist

• Develop and manage relationships with existing clients.
• Penetrate all potential clients within existing clients.
• Assess clients' needs in order to promote new products.
• Educate and train clients on Annuity products.
• Develop new RIA relationships.
• Follow up on Internal Sales Desk leads.
• Maintain sales goals.

Regional Vice President – Hybrid Wholesaler

Analyst

• Process disbursement related transactions
• Work with offshore team to complete work timely and accurately
• Review incoming documents for completeness and accuracy
• Escalate any issues to the proper parties for review
• Utilize multiple mainframe systems to process disbursement related transactions
• Review AWD to confirm paperwork has been completed timely and is in order
• Determine if paperwork is in order to process or refer to Not In good order (NIGO) unit for follow up
• Validate original Medallion Signature Guarantee, if available
• Review power of attorney documents and trust documents for signature compliance
• Review disbursement transaction for company financial controls
• Ensure all company federal and state compliance requirements are met
• Work on Ad hoc projects as needed