Equitable

Inside Sales

• The Product Sales Associate (PSA) role is an introductory position into the fast-paced and challenging financial wholesale career path, specifically focused on variable annuity sales.
• PSA candidates are enrolled into a 6 week training program where they learn the fundamentals of variable annuities, product positioning, and advanced sales techniques.
• Concurrent with product training, PSA candidates are required to pass the Series 6 and Series 63 examinations.
• Once properly licensed, PSA’s will provide inbound phone queue coverage, responding to product, sales and marketing questions presented by brokers calling the department’s 800 number.
• Upon the availability of a geographically-focused territory, eligible PSA’s will transition into a Regional Sales Associate (RSA) position.
• Perform as a relationship builder by utilizing excellent communication and interpersonal skills; Educate and promote the effortlessness of doing business with Equitable Distributors; Exhibit a competitive drive to succeed; Act as a liaison between the home office and Regional Vice Presidents in the field; Maintain an effective sales opportunity pipeline for respective territories; Work closely with Regional Vice President to craft and execute an appropriate business plan to maximize territory revenues.

PSA Sales Desk – Annuity Internal Sales Trainee

Administration

• Leasing administration and project management coordination
• Collection and archive of documents and continual update of internal databases
• Coordinate onboarding of new facilities, including setup of documentation into our lease management systems, data capture, and internal system entry
• Assist with lease abstraction and verification of key lease terms
• Support landlord and broker communications as needed
• Assist with reporting requests and internal data reconciliation
• Support continuous improvement of lease administration, project mgt. processes
• Contribute to key project communications, supporting transparency and engagement across all levels of the organization.
• Oversee all project documentation, ensuring accuracy, completeness, and accessibility for all stakeholders.
• Lead project reviews and deliver insightful updates to department managers and the leadership team, driving continuous improvement.
• Financial analysis, reporting, budgeting.

Corporate Real Estate Administrator

Business Intelligence Analyst

• Uncover meaningful insights from complex, disparate data sources, identifying patterns and predictive trends that inform decisions.
• Lead structured problem‑solving by organizing, analyzing, and interpreting data to diagnose true root causes.
• Rapidly learn new domains and apply industry research, benchmarks, and trends to bring forward‑looking thought leadership.
• Blend analytical rigor with creative thinking to design innovative, data‑driven solutions.
• Own workstreams end‑to‑end—building datasets, conducting analysis, and delivering insights that drive measurable results.
• Navigate ambiguity with confidence, exercising sound judgment on when to lead independently or seek alignment.
• Champion automation and process excellence to streamline workflows and enhance efficiency.
• Collaborate as a strong team player, stepping in wherever needed and engaging stakeholders with empathy and active listening.
• Communicate clearly and persuasively translating complex ideas into simple, actionable recommendations and delivering executive‑ready presentations.
• Facilitate alignment, co‑create solutions, and influence without authority through credibility, partnership, and strong stakeholder relationships.

Innovation Data & Reporting Analyst

Financial Planning and Analysis

• Lead the planning and execution of key ICFR program activities including SOX and MAR scoping, end-to-end process and control walkthroughs, and documentation management.
• Spearhead the successful design, implementation, and automation of key business process controls across Finance, Operations, IT, and other departments to meet current and future risk mitigation objectives.
• Serve as a key liaison between process and control owners and internal and external auditors to ensure alignment of ICFR compliance requirements.
• Manage the successful identification and remediation of control issues across in-scope business areas including execution monitoring and documentation management.
• Manage the successful delivery of multiple complex programs according to measures of time, budget, scope, quality and relationship.
• Lead by example to drive a team culture of engaging, inspired, and empowered individuals who add value across the organization.

Director, Financial Controls Office

Account Executive

• Develop and maintain strategic business relationships with brokerage firms, consulting houses, General Agencies (GA’s) and PEOs
• Meet or exceed activity goals as it relates to new client meetings, quote activity, relationship management and annual premium sales goals
• Responsible for generating proposals for group Life, Dental, Disability, Vision, Critical Illness, Accident, & Hospital Indemnity clients in target market of 20-500+ lives in designated territory
• Provide consultative analysis and recommendations to distribution channel partners and prospective clients
• Construct and maintain a business plan for your designated territory based on sales and strategic initiatives
• Build long-lasting, mutually beneficial relationships with external contacts and internal departments to create a better customer experience
• Meet or exceed assigned premium, proposal activity and meeting targets monthly, quarterly and annually
• Coordinate and track client events, meetings, appointments, and conferences
• Coordinate with the Regional Account Manager on the delivery of all proposals
• Remain current on company offerings and industry trends through market research, business area meetings, conferences, and industry events

Employee Benefits Sales Executive

Employee Benefits Sales Executive, Remote, Travel

Analyst

• Analyst will handle appeals submitted on Disability (STD, LTD, Leave) products.
• Review adverse claim life decisions within STD, LTD, State Leave product line.
• Review claim files in depth and detail to determine if previous claim decision (adverse claim decision) was appropriate or if prior decision should be reversed.
• Provide high level feedback on claim handling.
• Handle appeals in line with job aids in place.
• Responsible for reviewing regulatory & presidential complaints and providing responses to appropriate agency.

Disability Claims Appeal & Complaints Analyst

Vice President

• Develop and manage consultative relationships with existing Regional Agency Channel 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 10%.
• 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.

Regional Vice President, Regional Agency Channel

Product Manager

• Own PFML Strategy: Lead the enterprise-wide strategy for all state-mandated Paid Family and Medical Leave programs
• Regulatory Intelligence & Implementation: Maintain a comprehensive understanding of current and emerging PFML legislation
• Cross-Functional Leadership: Partner with Distribution, Operations, Claims, Underwriting, Legal, and Compliance to ensure PFML integration
• Product Development & Market Competitiveness: Develop and enhance PFML product offerings
• Annual Product Updates: Own the annual PFML update cycle
• Thought Leadership & Enablement: Serve as the organization’s PFML subject matter expert
• Partner Collaboration: Collaborate with third-party administrators, payroll vendors, and technology partners

Employee Benefits Product Owner – State Paid Family & Medical Leave

Business Analyst

• Collaborate with stakeholders to identify and document business requirements.
• Analyze business processes and workflows to identify areas for improvement.
• Act as a bridge between business teams and IT, ensuring clear communication and understanding.
• Work with development teams to design technical solutions that meet business needs.
• Assist in the creation and execution of test plans to ensure solutions meet requirements.
• Maintain comprehensive documentation of business requirements, processes, and solutions.
• Provide ongoing support and troubleshooting for implemented solutions.
• Write and optimize SQL queries to support data analysis and reporting needs.
• Drive business analysis efforts related to data integration within the platform and with external parties.
• Develop and execute test plans for user acceptance testing.
• Work with various stakeholders including business leaders, external sales and technology teams, internal sales teams, and other Employee Benefits team members.

Technical Business Analyst – Employee Benefits Team

Systems Engineer

• Work directly on smaller projects or as a team member on larger ones
• Play an advocacy role for the business clients in all phases of the complex solution development life cycle for each of the critical stages, including initiation, analysis, development, testing, implementation and post implementation follow up
• Perform analysis and work closely with the business clients to identify core business issues to map out possible solutions
• Undertake complex analysis to develop the detailed user stories or requirements of the solution in order to satisfy the business need
• Work closely with Architects and others on the applications development team to refine the solution design, methods and outcomes
• Work very closely with the testing team, using the user stories or requirements document as a critical guide, to ensure that issues are identified and fully resolved prior to roll out

IT Systems Analyst

Customer Support

• Establishes and maintains productive, professional relationships with assigned customers and brokers.
• Collaborates with Distribution and all internal partners to meet customer’s expectations and provide value-added solutions and meet growth and persistency objectives and manage customer’s expectations, provide value-added service solutions and promote our powerfully simple and agile model.
• Understands key brokers and customers within the assigned market/territory.
• Partners with Sales and Executive and Account Manager on renewal preparation, strategy and delivery.
• Ensure timely and accurate delivery of all renewals.
• Maintain all renewal documentation and actions.
• Assist in pipeline management within Salesforce (CRM).
• Utilize Salesforce to manage all service requests, ensure all relevant customer, and broker activities are clearly documented.
• Partnering with the Implementation team to ensure that all new groups have successfully been activated and ensuring all broker and client expectations have been achieved.
• Takes complete ownership and accountability for all service-related requests (outside of CS score of responsibilities) and follows up through completion and confirmation back to customers to meet their expectations along with internal SLA’s.
• Service requests include but not limited to product/policy questions, administrative changes, billing concerns, claims inquiries, enrollment completion, customer education, general account management support.
• Proactively communicates with customers and helps guide and educate them on all tools and resources available to them for future needs by understanding our product portfolio and the details of each product.
• Develops and maintains excellent working relationships with the Account Manager and Sales.
• Executive in the assigned market/territory as well as all other internal business partners.
• Understands and clearly explains the value of Equitable, our business partnerships and the strength of our products.
• May provide upon completion of the implementation process a pro-active outreach call to educate.
• Clients and Brokers on Equitable’s administrative policies and EB360 portal.
• Provides sales support by managing RFP inventory and Proposal Process to include: Reviewing RFP data, discerning the data received and partnering with SE and Underwriting to underwrite and release a proposal.
• Partnering with underwriting to ensure proposals are on track to meet due dates.
• Remains up to date on market changes that impact their clients and provides consultation on how Equitable may support their changing needs.

Market Support Representative – Group Insurance

• Counsel in connection with various federal income and estate tax law and compliance matters that may arise concerning the design, sale (or exchange of) and administration of variable insurance products, including the review and revision of variable insurance product disclosures and related point-of-sale materials.
• Provide education and advice to product, sales, and service teams in connection with qualified and nonqualified plan tax law and compliance.
• Provide legal support in connection with annuity and life insurance product development, administration and implementation.
• Advise on existing and new statutory and regulatory requirements to ensure compliance.
• Provide general corporate tax advice in connection with the company’s payroll, benefit taxation, information reporting and withholding, and other tax matters as assigned.

Tax Counsel

• Act as lead architect for the Group Retirement platform
• Perform complex system analysis and work closely with business clients
• Develop applications for high transaction data processing
• Advocate for business clients in all phases of the solution development lifecycle
• Analyze various interconnected legacy applications
• Develop Software solutions to perform data analysis
• Create test data and build prototypes to validate system requirements

Systems Analyst

Compliance

• Support operational areas by identifying audit and regulatory requirements and coordinating compliance activities
• Gather, prepare, and organize documentation across multiple teams
• Facilitate walkthroughs and communicate effectively with auditors and examiners
• Coordinate audit activities from scoping and planning through remediation
• Track responses, remediation efforts, and management sign-offs
• Adjust priorities and workflows to meet evolving business needs
• Coach, develop, and support team members, fostering collaboration and shared success
• Independently address complex or sensitive issues with appropriate guidance and escalation when needed