• Overland Park, KS

Entry Level Wealth Management Associate responsible for providing financial services and products to clients, participating in diversity and inclusion initiatives, receiving training and support in financial planning, and enjoying benefits and compen..

• Charlotte, NC, New York, NY, Syracuse, NY

Develop sustainable annuity projection models compliant with accounting and regulatory frameworks. Implement processes and controls for accurate and timely delivery of models. Collaborate with cross-functional teams.

• New York, NY

Represent Equitable before state and federal regulators, manage relationships with industry trade organizations, and devise advocacy strategies. Maintain relationships with decision-makers and identify legislative and regulatory changes impacting the..

• US National

Establish client relationships by proactively contacting them via phone, email, and chat. Provide a single point of contact to address client needs, answer questions, and identify new opportunities. Assist clients in initiating or completing...

• Charlotte, NC

Case Coordinator responsible for managing caseload, handling inquiries, and ensuring regulatory compliance. Communicate with financial professionals and internal sources. Full-time position with competitive salary and benefits.

• New York, NY

Coordinate with exam prep vendors, track candidate progress and report to managers weekly, answer candidate questions and refer them to resources, provide best practices for studying. Bachelor's degree required.

• Syracuse, NY

Review and ensure accuracy of Reg 60 documents, collaborate with financial professionals and insurance carriers, and perform quality control. College degree and strong organizational skills preferred. Full-time position with benefits.

• US National

Deliver effective advanced sales presentations to educate financial advisors on financial planning strategies. Develop marketing and educational material on advanced concepts in retirement income planning, charitable planning, and estate planning. Tr..

• Charlotte, NC, Syracuse, NY, or US National

Sales support for advisors and clients, managing RFP and proposal process, communicating with stakeholders, utilizing Salesforce for sales pipeline and service requests. Manage contact database quality and conduct training to drive Salesforce adoption.

• Charlotte, NC

Answer inbound calls daily, ranging from simple requests to complex inquiries. Provide exceptional customer service while meeting department goals for Attendance, Quality, Productivity, Availability, ACW, and Adherence. Handle calls professionally wi..

• Tampa, FL, Sarasota, FL, Miami, FL, or US National

Develop and maintain relationships with advisors, achieve sales targets, develop new producers, and educate/train advisors on life products. Must have life insurance industry experience and willingness to travel.

• Charlotte, NC, New York, NY, Syracuse, NY

Develop and deliver data and analytics on sales activity and trends, analyze data to provide recommendations to improve efficiency and profitability, conduct market research, and provide insights to support decision-making at a strategic level.

• Cleveland, OH

Research, develop, and implement financial strategies for clients. Provide training and support to financial professionals. Offer comprehensive benefits and compensation packages. Drive customer experience and build long-term relationships.

• Charlotte, NC, Syracuse, NY, or US National

Gather, analyze and document business needs and requirements for claims process and systems. Undertake complex analysis to develop detailed user stories or requirements of the solution to satisfy business needs. Assist in the plan to convert off and ..

• Syracuse, NY, Charlotte, NC

Review and respond to customer inquiries and complaints, input complaint information into tracking system, coordinate with business areas, communicate and negotiate resolutions with customers and regulators, prepare complaint-related reports, assist ..

• Charlotte, NC

Lead data scientist responsible for end-to-end design and development of data solutions, managing machine learning projects, and collaborating with marketing and business leadership to solve complex problems.

• New York, NY

Coordinate and drive strategic initiatives to increase organizational capability and efficiency. Ensure CFO is prepared for professional interactions. Assist in planning meetings and conferences. Partner with other business areas on cross-functional ..