New Business Manager

EQH

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profile Job Location:

Melville, NY - USA

profile Monthly Salary: Not Disclosed
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

What You Will Bring

  • 1-2 years Experience in Financial Services new business processing
  • Proven experience building relationship within an organization
  • Proactive approach to New Business process training
  • Ability to learn and adapt to changing processes
  • Ability to manage multiple projects

Skills

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.

#LI-EQH1

About Equitable

At Equitablewerea 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 toleveragetheir 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 Careers at Equitableto 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: Equitableparticipatesin the E-Verify program.

If reasonable accommodation is needed toparticipatein 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
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About the Role

At Equitable we help clients secure their financial well-being so they can pursue long and fulfilling lives- a missionwevehoned since 1859.

What Youll Be Doing

  • Provide New Business Support for Greater New York/Connecticut Advisors
  • Train New Advisors on New Business Processes
  • Coordinate with Service Centers to Facilitate New Business support / response
  • Build and maintain key-person relationships with Service Center Staff to expedite New Business review and issue
  • Willingness and ability to travel occasionally to other offices throughout the NY tri-State Area

The base salary range for this position is $69000 - $80000. 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 Experience:

Manager

What You Will Bring1-2 years Experience in Financial Services new business processingProven experience building relationship within an organizationProactive approach to New Business process trainingAbility to learn and adapt to changing processesAbility to manage multiple projectsSkillsEffective Com...
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Key Skills

  • Business Development
  • Sales Experience
  • Management Experience
  • Microsoft Outlook
  • QuickBooks
  • Lawson
  • Banking
  • Business Management
  • Conflict Management
  • Strategic Planning
  • Leadership Experience
  • negotiation

About Company

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A financial services company with a legacy of helping people look forward with courage, strength, and wisdom.

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