Manage the branch CRM program to ensure efficient lead generation and tracking of client opportunities. Serve as the primary contact for client inquiries and distribute qualified leads to financial professionals.
Equitable
40 Remote Job Openings at Equitable
Client Care Representative – Bilingual (Mandarin/Cantonese/English)
Equitable
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Full Time
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8 hours ago
Equitable
Act as a brand ambassador providing excellent service to internal and external clients to resolve inquiries. Collaborate with various departments to educate clients and solve problems without upselling products.
Client Care Representative – Bilingual (French/English)
Equitable
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Full Time
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8 hours ago
Equitable
Act as a brand ambassador providing excellent service to internal and external clients to resolve inquiries. Collaborate with various departments to educate clients and solve problems without upselling.
Client Care Representative – Bilingual (French/English)
Equitable
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Full Time
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8 hours ago
Equitable
Serve as a brand ambassador providing excellent service to internal and external clients, advisors, and regional offices. Resolve client inquiries and collaborate with other departments to provide subject matter expertise without upselling.
Client Care Representative – Bilingual (Mandarin/Cantonese/English)
Equitable
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Full Time
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8 hours ago
Equitable
Act as a brand ambassador providing excellent service to internal and external clients, advisors, and regional offices. Resolve client inquiries and collaborate with other departments to provide subject matter expertise without upselling.
Regional Account Manager West Region, Employee Benefits (REMOTE)
Equitable
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Full Time
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5 days ago
Equitable
Manage the full account lifecycle for employer groups, focusing on onboarding, renewals, and relationship management for brokers and clients. Drive growth and retention within the West Region by identifying cross-sell opportunities and delivering value-driven insurance solutions.
Life Regional Vice President, Southeast (REMOTE+TRAVEL)
Equitable
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Full Time
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6 days ago
Equitable
The RVP is responsible for driving revenue and growing market share for Life Insurance within the Southeast Complex and Equitable Advisors Channel. This involves developing consultative relationships with producers and educating advisors on product offerings.
Provide administrative and service support to the Group Sales team and advisors in the Eastern provinces. Tasks include processing quotes, managing renewals, handling terminations, and investigating premium payments.
Provide administrative and service support to the Group Sales team and advisors in the Eastern provinces. Responsibilities include processing quotes, managing renewals, and handling client inquiries via phone and email.
Provide administrative and service support to the Group Sales team, focusing on the Eastern provinces. Responsibilities include handling quotes, renewals, terminations, and advisor inquiries regarding commissions and licensing.
Employee Benefits Claims Team Leader (HYBRID OR REMOTE)
Equitable
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Full Time
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7 days ago
Equitable
Oversees the end-to-end claims process for disability and leave of absence products while managing high-touch client relationships. Leads and mentors a team of claims examiners to ensure accuracy, compliance, and exceptional service delivery.
The RVP is responsible for developing consultative relationships with Independent and RIA advisors to drive revenue and achieve sales targets. This includes educating advisors on Life Insurance products and growing market share within their assigned territory.
The Product Manager will perform due diligence and principal reviews for complex investment products, including real estate exchange programs. They will act as a subject matter expert to manage product onboarding, risk controls, and communications for financial advisors.
Senior Business Systems Technical Analyst (HYBRID OR REMOTE)
Equitable
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Full Time
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12 days ago
Equitable
The role involves analyzing business needs and supporting critical compensation and administrative systems, specifically the GDC and Monaco systems. Key duties include optimizing SQL queries, developing Power BI dashboards, and creating interim technical solutions using Python to improve operational workflows.
Group Retirement 3rd Party Regional Vice President (Remote + Travel)
Equitable
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Full Time
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14 days ago
Equitable
Drive growth of 401(k) and governmental 457(b) sales through 3rd party financial advisors and RIAs in Florida and Puerto Rico. Develop sales pipelines and generate relationship activities to attain assigned goals while traveling up to 80% of the time.
Responsible for administering group insurance policy maintenance, including member updates, additions, and terminations. Provides client service to advisors and plan members while ensuring accuracy in flex dollar calculations and compliance with policy contracts.
Responsible for administering group insurance policy maintenance, including member additions, terminations, and information updates. Provides client service to external advisors and plan members while ensuring compliance with policy contracts.
Oversee the end-to-end life claims process, ensuring accurate adjudication according to regulatory guidelines and company policies. Provide mentorship to junior examiners and maintain strong relationships with clients and stakeholders to ensure high satisfaction.
Disability and Leave Management Claims Specialist (REMOTE)
Equitable
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Full Time
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19 days ago
Equitable
The specialist is responsible for adjudicating disability and leave management claims by reviewing medical records and applying policy provisions. They must provide exceptional customer service and communicate claim decisions clearly to employees, employers, and attorneys.
Wealth Planning Associate, Client Success (HYBRID OR REMOTE)
Equitable
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Full Time
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19 days ago
Equitable
The role involves obtaining core financial licenses and supporting successful Financial Professionals in managing client investments. You will engage with clients to optimize their financial goals and help drive business growth through relationship development.
Broker-Dealer Supervision Principal (HYBRID or REMOTE)
Equitable
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Full Time
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25 days ago
Equitable
Oversee broker-dealer operations by reviewing new business submissions, financial plans, and third-party vendor outputs to ensure regulatory compliance. Provide supervisory guidance to advisors and manage risk through the enforcement of Written Supervisory Procedures.
Team Lead, Platinum Retirement Plan Account Management (HYBRID or REMOTE)
Equitable
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Full Time
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a month ago
Equitable
Lead and develop the Platinum Retirement Plan Account Management function to retain and grow plan sponsor and advisor relationships. Set strategic direction, manage workforce capacity, and serve as the senior escalation point for complex client issues.
Advisor Assist Financial Professional (HYBRID OR REMOTE)
Equitable
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Full Time
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a month ago
Equitable
Provide operational and licensed client service support to Financial Advisors by managing new business applications and account maintenance. Focus on enhancing advisor capacity through efficient workflow management and high-quality client communication.
Transition Manager – Experienced Hire Integration Team (HYBRID OR REMOTE)
Equitable
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Full Time
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2 months ago
Equitable
The Transition Manager supports the integration of financial advisors into Equitable Advisors by developing tailored transition strategies and managing the end-to-end onboarding process. This includes coordinating project timelines, mapping books of business, and providing training to advisors and branch staff.
Sales Executive, Group and Voluntary Benefits, NorCal (TRAVEL+REMOTE)
Equitable
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Full Time
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3 months ago
Equitable
Develop and maintain strategic relationships with brokers and employers to promote Group and Voluntary Benefit solutions. Manage territory sales activities, including prospecting, proposal generation, and meeting annual premium targets.
Assess mortality and financial risk for individual life insurance applications while collaborating with reinsurance partners. Provide technical mentorship to junior and intermediate underwriters and lead assigned projects to support operational excellence.
The Senior Underwriter is responsible for performing risk assessments for life and critical illness insurance products while ensuring service standards are met. They will also contribute to process improvements and provide mentorship to other underwriting team members.
This senior underwriting expert role involves managing pre-sale underwriting activities, providing advanced medical and financial underwriting support directly in the field to drive UHNW growth, and acting as a trusted advisor to partners and clients. Key duties include assessing and classifying risks, supporting large life insurance deals ($5M-200M), and managing advisor expectations by proposing alternative risk solutions.
This role involves leading the Advanced Markets Underwriting team, overseeing complex underwriting cases for UHNW and Large Cases that require legal, medical, and financial analysis. The director will also be responsible for coaching and developing underwriters while ensuring decisions align with the company's risk philosophy and delivering a high-touch client experience.
This role involves leading the Advanced Markets Underwriting team, overseeing complex underwriting cases requiring legal, medical, and financial analysis while delivering a high-touch client experience aligned with the company's risk philosophy. The director will also be responsible for recruiting, coaching, and developing underwriting professionals to foster technical strength and critical thinking.
The Director will lead the Advanced Markets Underwriting team, overseeing complex UHNW and Large Case underwriting that requires legal, medical, and financial analysis, while delivering a high-touch experience aligned with Equitable’s risk philosophy. This role also involves recruiting, coaching, and developing underwriters, and partnering with various internal departments and external distribution channels.
This role involves leading the Advanced Markets Underwriting team, overseeing complex underwriting for UHNW and Large Cases requiring legal, medical, and financial analysis, while delivering a high-touch client experience aligned with company risk philosophy. The director will also recruit, coach, and develop underwriters, fostering technical strength and strong relationship skills.
The Director will lead the Advanced Markets Underwriting team, overseeing complex underwriting for UHNW and Large Cases involving legal, medical, and financial analysis while ensuring decisions align with the company's risk philosophy. This role also involves recruiting, coaching, and developing underwriters, and partnering with various internal departments to deliver client-focused solutions.
The director will lead the Advanced Markets Underwriting team, overseeing complex underwriting for UHNW and Large Cases involving legal, medical, and financial analysis while delivering a high-touch client experience. This role also involves recruiting, coaching, and developing underwriters, and partnering with various departments to ensure client-focused underwriting solutions.
The Director will lead the Advanced Markets Underwriting team, overseeing complex UHNW and Large Case underwriting that requires legal, medical, and financial analysis while ensuring decisions align with the company's risk philosophy. This role also involves recruiting, coaching, and developing underwriters, and partnering with various internal departments and external advisors.
This role involves leading the Advanced Markets Underwriting team, overseeing complex underwriting cases up to $200M that require legal, medical, and financial analysis, while ensuring decisions align with the company's risk philosophy. The director will also be responsible for recruiting, coaching, and developing a high-performing team of underwriting professionals.
This role involves leading the Advanced Markets Underwriting team, overseeing complex underwriting cases for UHNW and Large Cases that require legal, medical, and financial analysis. The director will ensure high-touch service delivery while aligning underwriting decisions with the company's pricing and risk philosophy.
The Sales Executive will be responsible for driving prospect activity and sales in the Utah and Colorado market by developing strategic business relationships with brokerage firms and consulting houses. This includes generating proposals for various group insurance products and meeting or exceeding annual premium sales goals.
Financial Professional - Retirement Benefits Group - CA, Los Angeles (5221)
Equitable
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Full Time
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6 months ago
Equitable
The role involves cultivating and expanding a client network while educating clients on financial products tailored to their needs. Additionally, it includes analyzing client data and implementing appropriate financial solutions.
The role involves cultivating and expanding a client network while educating clients on financial products and services tailored to their needs. Additionally, it includes analyzing client data and ensuring confidentiality in service implementation.
