Operations Associate – Annuities Premier Team
Equitable
full-time
Posted on:
Location Type: Hybrid
Location: Charlotte • North Carolina • United States
Visit company websiteExplore more
Salary
💰 $48,000 - $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.
- This position offers a hybrid work schedule, with an on–site presence of 2–3 days per week combining flexibility with team collaboration.
Requirements
- 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
- 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.
Soft Skills
customer service skillsinterpersonal skillscommunication skillsresearch skillsanalytical skillsmultitaskingstrong work ethicprofessionalismflexibilityadaptability
Certifications
college degree