Equitable

Premier Operations Associate – Annuities Team

Equitable

full-time

Posted on:

Location Type: Hybrid

Location: Charlotte • North Carolina • United States

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Salary

💰 $50,000 per year

About the role

  • 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.

Requirements

  • 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.
Benefits
  • medical
  • dental
  • vision
  • a 401(k) plan
  • paid time off

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
customer serviceinsurance knowledgefinancial market understandingresearch skillsanalytical skillsmultitaskingdetailed information retention
Soft skills
interpersonal skillscommunication skillscommitment to customersprofessionalismcollaborative work styleflexibilityadaptabilitystrong work ethicdedicationperformance-driven
Certifications
SIE licenseSeries 6 licenseSeries 63 licenseResident Life LicenseVariable Insurance License