Associate Support Coordinator
Charlotte, NC - USA
Job Summary
At Equitable we help clients secure their financial well-being so they can pursue long and fulfilling lives - a missionwe havehoned since 1859.
Equitable isseeking a dynamicAssociate Support Coordinator. This role serves as the primary onboarding and compliance coordinator for new advisors and representatives ensuring all licensing regulatory training and employment requirements are completed while partnering with branch teams to support successful recruiting onboarding and sales growth.
WhatYoullBe Doing
Key coordinator to onboard candidates from the branch/complex. ThisincludesPEP candidates RSABs RSAs Trusted Advisors Retailbrokersand NRFs.
Meets regularly and work withonboardingteam in the complex to ensure individual is ready toproceedandensuresall regulatory employment law and company requirements are met. Provide statuses of candidates during weekly meetings
Communicate daily with representatives to answer any/all questions related to insurance licensing appointment training continuing education LTC and annuity training so that they can start or continue to do business with the company.
Responsible for escalating matters tomanagementas necessary.
Coordinates disclosable events from representatives with branch compliance/control so that matters are completed within the regulatortimeframes
Updates andmaintainrecords using external and internal systems and applications.
This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding customerfocused service during our core hours (8:30 AM5:30 PM). Periodic office visits may be requested based on business needs.
The base salary range for this position is$47948- $65000. 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 onleveland functional area of responsibility.
For eligible employees Equitableprovidesa full range of benefits. This includes medical dental vision a 401(k) plan and paid time off. For detailed descriptions of these benefits pleasereferencethe link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
What You Will Bring
2 years of license and registration experience in a financial services firm.
Knowledge of SECFINRAand State Departments of Insurance rules and regulations.
Robust verbal and written communication relationship building and follow-up/follow through skills.
Able to prioritize workflow and deliver results in a high-volume environment.
Skills
Accuracy and Attention to Detail:Understanding the necessity and value of accuracy; ability to complete tasks withhigh levelsof precision.
Effective Communications:Understanding of effective communication conceptstoolsand techniques; ability to effectivelytransmit receive and accurately interpret ideas information and needs through the application ofappropriate communicationbehaviors.
Managing Multiple Priorities:Knowledge of effective self-management practices; ability to manage multiple concurrentobjectives projects groups or activities making effective judgments as to prioritizing and time allocation.
Statistics and Actuarial Modeling:Knowledge of statistical and actuarial modeling tools and techniques; ability to apply modeling processes and techniques tofacilitaterisk management decisions.
Connection & Engagement Opportunities:We strive to cultivate an environment where our diverse global workforce can connect and thrive bytreating everyone with respect and dignity ensuring all voices are heard and advocating for change.
About Equitable
At Equitablewe area 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 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:
IC
About Company
A financial services company with a legacy of helping people look forward with courage, strength, and wisdom.