Operations Associate- Annuities Premier Team (HYBRID)

Equitable is a company dedicated to helping clients secure their financial well-being. They are seeking a dynamic Operations Associate for their Annuities Premier Group to provide exceptional service to top financial advisors and facilitate business cases, while also alleviating pressure from the service center.

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
• Deliver white glove service to our top advisors to help provide a better sales and service experience
• Help alleviate pressure from service center and allow our sales team to focus on new opportunities

Skills

• College degree highly preferred
• Prior customer service experience with superior customer service skills
• 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
• Knowledge in insurance with an understanding of the financial market is a plus
• Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality
• Listening: Knowledge of effective listening issues and techniques; ability to gather, clarify, and apply information transmitted verbally, while exhibiting a genuine interest toward the speaker
• Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation

Benefits

• Medical
• Dental
• Vision
• A 401(k) plan
• Paid time off

Company Overview