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Equitable · 1 day ago

Strategic Account Associate- Annuity Team

United States

Full-time

Remote

Mid Level

$65K/yr - $65K/yr

3+ years exp

Equitable is a company committed to helping clients secure their financial well-being. The Strategic Account Associate role focuses on relationship management for third-party firms that distribute Equitable’s variable annuity products, supporting both developing and established partners.

BankingConsultingFinancial Services

Responsibilities

The Strategic Account Associate works alongside the team of Strategic Account Managers to support the organization’s most important third-party distribution partners, is independently responsible for supporting a small set of developing partners and is responsible for responding as needed to a much larger set of distribution partners

Additional responsibilities include new firm onboarding and operational/product shelf maintenance for the broad universe of distribution partners

The Strategic Account Associate will also act as the liaison between the broader Strategic Account team and various internal teams (i.e. Compliance, Finance, Sales Desk)

The support functions of the role will entail presentation development, data analysis, report delivery and conference support. Some travel will be required

Qualification

Annuity distribution experienceFINRA registrationLifeVariable Insurance LicensesBachelor’s DegreeExcel skillsPowerPoint skillsHighly organizedMulti-taskingInfluencingRelationship ManagementAttention to detailTeamworkVerbal communicationWritten communicationCross-functional CollaborationNegotiating