Operations Associate – Annuities Premier Team

Equitable

Operations Associate delivering high-level service to top financial advisors in a hybrid work environment. Collaborating with external teams to manage service and new business cases while alleviating pressure on service centers.

Posted 4/11/2026full-timeCharlotte • North Carolina • 🇺🇸 United StatesJuniorMid-Level💰 $48,000 - $50,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

College degree highly preferred
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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

customer service skillsinterpersonal skillscommunication skillsresearch skillsanalytical skillsmultitaskingstrong work ethicprofessionalismflexibilityadaptability

Certifications

college degree