Equitable New Business Licensing Associate (Remote) in Secaucus, New Jersey
New Business Licensing Associate (Remote) ( 2100012H )
Primary Location : UNITED STATES-NJ-Secaucus
Organization : Equitable
Schedule : Full-time
At Equitable, our power is in our people.
We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll 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?
Responsibilities include but not limited to:
Review and processing of internal and external Broker Dealer changes
Processing of state required appointments
Review of all state required CE and Product Specific training
Reconciliation of state and internal system appointment records
Resolve Licensing and Appointment issues to ensure the processing of New Business
This is a remote position
Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.
Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.
Financial Planning Instruments (Pensions, Annuities, etc.): Knowledge of financial planning products, market segments and marketplaces; ability to analyze and apply knowledge of financial planning products to meet financial goals and objectives.
Fraud Detection and Prevention: Knowledge of fraudulent situations; ability to utilize processes, tools, and techniques for detecting, addressing and preventing fraud.
Insurance Legal and Regulatory Environment: Knowledge of federal, state and local laws and regulations; ability to comply with these laws and regulations in insurance industry practices and activities.
Insurance Policies Management: Knowledge of issues, components, content and operations related to insurance policies; ability to create, revise, implement and manage the policies.
Knowledge of Insurance Operations: Knowledge of the full spectrum of activities, practices, tools and considerations for insurance operations; ability to apply knowledge of insurance operations to provide administrative support to the insurance business.
Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.
Planning and Organizing: Knowledge of the process of planning and arranging tasks and resources; ability to plan and organize both time and resources to get things completed while structuring and maintaining work in a systematic and highly methodical way.
Relationship Building: Knowledge of the importance of creating positive relationships within the team and ability to develop trusting relationships by valuing others' concerns and contributions.
Telephone-Based Customer Servicing: Knowledge of customer service delivered via telephone; ability to deal with handling customer inquiries and responses received by telephone.
Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.
Bachelor's Degree or equivalent work experience preferred
Ability to work in a fast paced, high pressure environment with regulatory deadlines
Ability to work and communicate effectively with internal and external financial professionals
Proven knowledge of Microsoft Office Suites
Detail oriented and organized
Effective communication skills
At Equitable, we’re 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.
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 (212) 314-2211 or email us at TalentAcquisition@equitable.com .
Req ID: 2100012H