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Equitable is a financial services company focused on providing life insurance, retirement, and investment solutions designed to help clients achieve financial well-being and security. At Equitable, your interests and goals are just as important to us as they are to you. Join an organization where you have access to support, resources, and training to help you succeed.

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Strategic Account Associate- Annuity Team (REMOTE)

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Job Number: 9873

Job Number: 26000002

External Description: At Equitable, our power is in our people.

We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

The Strategic Account Associate role is a position that sits within Equitable Distributors, specifically focused on relationship management for third party firms that distribute Equitable's variable annuity products.

Key Job 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.


The base salary for this position is $65,000. This role is eligible for variable compensation.

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 reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program
Required Qualifications
  • 3 years of annuity distribution experience
  • FINRA registration: Series 6 & 63
  • Resident Life and Variable Insurance Licenses
  • Bachelor's Degree
  • Highly organized
  • High level of computer proficiency
  • Ability to pay attention to detail and multi-task
  • Strong Excel and PowerPoint skills
  • Demonstrated ability to work as a part of a cohesive team and autonomously
  • Excellent verbal and written communication skills

Skills

Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.

Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.

Negotiating: Knowledge of successful negotiation concepts and techniques; ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative manner.

Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers.

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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.

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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: Strategic Account Associate- Annuity Team (REMOTE)

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