Operations Associate- Annuities Premier Team (HYBRID)

Job Number: 10016

Job Number: 2600007X

External Description: About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we've honed since 1859.

We are seeking a highly motivated Operations Associate to join our Annuities Premier Group. This role offers a unique opportunity to serve as a key connector between our external wholesaling team and internal service partners, delivering a seamless, high-touch experience for our top financial advisors.

You will play a critical role in elevating the advisor experience by providing "white glove" support across both new business and service-related activities. This position is ideal for someone who thrives in a fast-paced environment, values precision and responsiveness, and is passionate about driving operational excellence while enabling sales growth.

This position offers a hybrid work schedule, with an on-site presence of 3 days per week combining flexibility with team collaboration.

What You'll Be Doing

• 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
  

The base salary range for this position is $48,000 - $50,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please refer to the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program

What You Will Bring

• College degree highly preferred, along with prior customer service experience and a demonstrated commitment to delivering superior service
  

• Knowledge of insurance and a general understanding of the financial services industry preferred
  

• 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
  

Skills
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.

About Equitable
At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.

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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) 314-2211 or email us at TalentAcquisition@equitable.com .

Community / Marketing Title: Operations Associate- Annuities Premier Team (HYBRID)

Location_formattedLocationLong: Charlotte, North Carolina US