Operations Associate- Annuities Premier Team (HYBRID)

Equitable is a company dedicated to helping clients secure their financial well-being. They are seeking a dynamic Operations Associate for their Annuities Premier Group to provide exceptional service to top financial advisors and facilitate business cases, while also alleviating pressure from the service center. Responsibilities Liaison between an external wholesaler team in a specified division and IR service team to help handle service and new business cases for top financial advisors Deliver white glove service to our top advisors to help provide a better sales and service experience Help alleviate pressure from service center and allow our sales team to focus on new opportunities Skills College degree highly preferred Prior customer service experience with superior customer service skills Ability to work alone and with a team in a highly structured environment Ability to research and effectively utilize available knowledge/ product resources Excellent interpersonal and communication skills, ability to provide appropriate and understandable responses to resolve customer inquiries via the phone, by utilizing research and analytical skills Ability to learn and retain a large amount of detailed information within a short period of time Ability to multitask and use multiple systems simultaneously Strong work ethic, demonstrates commitment, dedication, highly engaged and involved in the job High degree of professionalism; inclusive and collaborative work style Exceptional quality and service focus; highly productive and performance-driven Flexible/Adaptable – ability to work effectively in a variety of situations and respond to change in a positive manner Successfully manage a heavy call volume and sedentary nature of job. Required to sit at a workstation while on the telephone for 90% of the working day Reliable; ability to meet attendance and punctuality standards Knowledge in insurance with an understanding of the financial market is a plus Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality Listening: Knowledge of effective listening issues and techniques; ability to gather, clarify, and apply information transmitted verbally, while exhibiting a genuine interest toward the speaker 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 Benefits Medical Dental Vision A 401(k) plan Paid time off Company Overview Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families. It was founded in 1859, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is