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
- Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families. It was founded in 1859, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is https://equitable.com/.