Operations Associate- Annuities Premier Team (HYBRID)

Equitable is dedicated to helping clients secure their financial well-being since 1859. They are seeking a highly motivated Operations Associate to join their Annuities Premier Group, serving as a key connector between the external wholesaling team and internal service partners to enhance the advisor experience.

Responsibilities

• Serve as the primary liaison between the external wholesaling team and internal service teams, ensuring effective communication and alignment
• Deliver a high-touch, “white glove” service experience to top financial advisors, strengthening relationships and enhancing overall satisfaction
• Manage new business submissions and in-force service requests with a strong focus on accuracy, timeliness, and follow-through
• Proactively identify and resolve issues to ensure a smooth and efficient process from submission through completion
• Partner closely with sales teams to streamline workflows and remove operational barriers, enabling greater focus on business development
• Help alleviate volume and pressure on the service center by taking ownership of priority cases and escalations
• Maintain strong responsiveness and professionalism, ensuring all inquiries are handled with urgency and care
• Identify opportunities for process improvement to enhance efficiency and elevate the advisor and client experience

Skills

• College degree highly preferred, along with prior customer service experience and a demonstrated commitment to delivering superior service
• Ability to work both independently and collaboratively within a structured team environment
• Skilled in researching and leveraging tools, systems, and product resources to effectively resolve inquiries
• Excellent interpersonal and communication skills, with the ability to clearly and professionally address customer needs using strong analytical and problem-solving capabilities
• Proven ability to quickly learn and retain large volumes of detailed information in a fast-paced environment
• Strong multitasking abilities, including navigating multiple systems simultaneously
• Demonstrates a strong work ethic, high engagement, and dedication to performance excellence, with a professional, inclusive, and collaborative approach
• Exceptional focus on quality, service, productivity, and results
• Flexible and adaptable, with the ability to respond positively to change and perform effectively in a variety of situations
• Comfortable managing high call volumes in a structured environment, with the ability to remain seated and engaged at a workstation for approximately 90% of the workday
• Reliable, with a consistent track record of meeting attendance and punctuality expectations
• Knowledge of insurance and a general understanding of the financial services industry preferred
• 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

• Base salary increases
• Spot bonuses
• Short-term incentive compensation opportunities
• Medical
• Dental
• Vision
• A 401(k) plan
• Paid time off

Company Overview