Equitable · 1 month ago
Premier Operations Associate- Annuities Team
Charlotte, NC
Full-time
Hybrid
New Grad, Entry Level
$50K/yr - $50K/yrEquitable is a team of over ten thousand strong, committed to helping clients secure their financial well-being. The Premier Operations Associate will act as a liaison for top financial advisors, providing exceptional service and support to enhance the sales experience.
BankingConsultingFinancial Services
Responsibilities
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
Qualification
Required
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
Preferred
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
Company
Equitable
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
Founded in 1859
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Mark Pearson
CEO and President
Vincent Xuan
Head of Life Insurance & CEO of Equitable Financial Bermuda Re
Recent News
MarketScreener
2025-11-04
2025-10-27
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