Manager, Premier Financial Professionals

Equitable

Manager of Financial Professionals at Equitable overseeing a team to enhance client satisfaction and achieve business goals. Leading training and development for Financial Professionals in a competitive environment.

Posted 5/15/2026full-timeNew York, Utah • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 per yearWebsite

About the role

Key responsibilities & impact

Monitor and meet key performance measures
Accountable for overall team performance
Develop and execute action plans to address deficiencies
Collaborate with cross-functional teams and mobilize resources to meet client needs
Assist management in identifying emerging client needs and industry trends, and contribute to strategies and tactics to address them
Manage day-to-day functions and performance of the Premier Team (staffing models, call queues, open issues, and quality)
Drive training attendance and implementation
Recruit experienced Financial Professionals and administer rapid upskilling programs for new hires to help them quickly meet targets and succeed in their roles
Measure and report performance metrics (call quality, Financial Professional performance, unit performance, and customer/advisor satisfaction)
Develop senior Financial Professionals into team mentors and promote joint work
Function as a senior Financial Professional when needed
Coach and mentor Financial Professionals, ensuring ongoing support and development
Create development plans, manage performance expectations, and handle disciplinary actions when needed
Escalate compliance concerns through appropriate channels

Requirements

What you’ll need

4+ years of professional work experience in a related role
FINRA Series SIE, 7 and 66 (or 63 & 65)
FINRA Series 24 registration or the ability to obtain within 180 days of hire
Resident State Life and Health Insurance License
Prior customer relationship management experience
Strong customer relationship-building skills
Experience managing client relationships and/or accounts
Proven track record of meeting sales goals
Excellent interpersonal and communication skills
Strong analytical skills
Ability to work effectively in a variety of situations and respond positively to change
Ability to collaborate with business partners
Ability to manage multiple projects and initiatives
Expert knowledge of life, annuity, and investment products
Ability to influence and work effectively with teams
Strong leadership, conflict resolution, people management, and coaching/development skills
Ability to motivate teams and achieve both individual and team goals
Achievement-oriented mindset

Benefits

Comp & perks

medical
dental
vision
401(k) plan
paid time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

customer relationship managementperformance metricssales goalslife productsannuity productsinvestment productscoachingmentoringproject managementaction plans

Soft Skills

interpersonal skillscommunication skillsanalytical skillscollaborationleadershipconflict resolutionpeople managementcoaching and developmentmotivationachievement-oriented mindset

Certifications

FINRA Series SIEFINRA Series 7FINRA Series 66FINRA Series 24Resident State Life Insurance LicenseResident State Health Insurance License