Sales Support Associate- Group Insurance

Job Number: 6003

Job Number: 200004QU

External Description: Thank you for your interest in a position with Equitable.

Position Summary:

Responsible for supporting the Equitable Employee Benefits Sales Executive (SE) team, including Life, Disability, Dental and Vision products. Coordinates the request for proposals (RFP) intake process for all sales activity and review RFP for data requirements and work directly with internal sales and external brokers and general agents for missing information, clarifications, etc.

Fundamental Components:

• Set up sales opportunities utilizing the Quote & Proposal Tool and SalesForce, save all RFP materials to the SharePoint Site and prepare RFP for submission to underwriting/rating Team for all case sizes ensuring all necessary information has been provided.

• Reviews incoming requests for strategic and capabilities match.

• Work with Sales Executives for 100 life RFP's to complete presale memo and strategy documents for submission to underwriting.

• Provisioning Requests and Licensing and Appointment paperwork delivery on new brokers to Equitable.

• Coordination of requote requests between broker, SE and Rating Team/Underwriter.

• Provide administrative support to SE and RVP team (kits, enrollments, benefit summaries).

• Cultivate critical relationships (field sales/service, broker/consultant community/customer teams, local market and operations).

• Assist in assessment of customer needs and expectations vs. capabilities/strategy.

• Assist in development of new business sales strategies.

• Develop and deliver proposal - may include some or all of the following: review proposals for accuracy, coordinate responses from all resources in support of proposal delivery, coordinate and or complete case underwriting and pricing components.

• Post-sale activities to include the following: confirm and initiate sold case notification utilizing the sold case notification feature in SalesForce. Ensure licensing and appointment requirements are met, and appropriate plan designs are marked sold for assignment to implementation team.Minimum Qualifications:

• 3 years of experience with Group Insurance Underwriting, Sales, Support or Service

• 3 years of of experience working with a Life/Disability/Dental/Vision product portfolio

Preferred Qualifications:

• General Business/Applying Independent Judgment

• Proficient with Microsoft Office products

• Excellent communication skills - written and verbal

• Demonstrate the ability to manage multiple priorities in a team environment

• Associate degree preferred or equivalent work experience

About Equitable
We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.

As an employer, Equitable is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. Equitable has been recognized and certified as a great place to work by the Great Place to Work Institute.

We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave Equitable. Almost 40% of our open jobs are filled with current employees.

In addition to competitive compensation and an outstanding benefits package including 401(k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.

Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-6368 or email us at TalentAcquisition@equitable.com.

Community / Marketing Title: Sales Support Associate- Group Insurance

Location_formattedLocationLong: Charlotte, North Carolina US