Central Complex New Business Manager
Central Complex New Business Manager
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Job Description
At Equitable our power is in our people.
Were individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here youll 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
Key Job Responsibilities
- This role will administer company policies at the Complex level and act as Field Liaison to Headquarters
- Develop and implement efficient procedures throughout the Complex in partnership with the Complex Operation Manager
- Facilitate communications within Branch/Complex to support day-to-day New Business escalations interfacing with Advisors and Managers
- Run and monitor monthly reports in support of FPs and Complex level reports to help track budgets growth development and various Associate recognition and qualification metrics..
- Support Headquarters initiatives that help develop improve or eliminate processes to create value and provide excellent support to the field.
- A resource that assists in the development of new programs
- Coordinate Associate and staff activities including large case support new business liaison (NOC) and special support needs.
- Administering New Business Training
- Proactively partner with compliance and licensing partners on best practices when reviewing new business
- Prepare and maintain new business resources for Advisors
The base salary range for this position is $56000 - $60000. Actual base salaries vary based on skills experience and geographical 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 reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
Required Qualifications
3 years financial services experience
Expertise with Microsoft office tools
Experience in or knowledge of insurance securities or financial services
Good judgement and decision-making skills
Understands need for confidentiality at all work levels
Skills
Coaching Others: Knowledge of coaching and mentoring concepts and methods; ability to encourage motivate and guide individuals in learning and improving effectiveness.
Continuous Learning: Understanding of the rationale behind the necessity to continually learn and grow and the ability to seek performance feedback and identify approaches to improve own performance and that of others.
Effective Communications: Understanding of effective communication concepts tools and techniques; ability to effectively transmit receive and accurately interpret ideas information and needs through the application of appropriate communication behaviors.
Knowledge of Organization: Knowledge of the organizations vision structure culture philosophy operating principles values and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance.
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.
Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.
ABOUT EQUITABLE
At Equitable were a team of over ten thousand strong; 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 or email us at.
Required Experience:
Manager
Employment Type
Full-Time
