Equitable
Strategic Account Associate- Annuity Team (REMOTE)
Equitable, Myrtle Point, Oregon, United States, 97458
Employer Industry: Financial Services
Why consider this job opportunity:
Salary up to $65,000
Eligible for variable compensation
Comprehensive benefits package including medical, dental, vision, and a 401(k) plan
Opportunity for career advancement and growth within the organization
Supportive and collaborative work environment
Chance to make a positive impact on client relationships and financial well‑being
What to Expect (Job Responsibilities):
Support the organization’s key third-party distribution partners alongside Strategic Account Managers
Manage new firm onboarding and operational/product shelf maintenance for distribution partners
Serve as a liaison between the Strategic Account team and various internal departments (e.g., Compliance, Finance, Sales Desk)
Develop presentations, conduct data analysis, deliver reports, and provide conference support
Travel may be required as part of the role
What is Required (Qualifications):
Minimum of 3 years of annuity distribution experience
FINRA registration: Series 6 & 63
Resident Life and Variable Insurance Licenses
Bachelor’s Degree
Strong proficiency in Excel and PowerPoint, with excellent verbal and written communication skills
How to Stand Out (Preferred Qualifications):
Demonstrated ability to work both independently and as part of a team
Highly organized with strong attention to detail and multitasking abilities
Knowledge of collaborative techniques and relationship management skills
We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.
We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.
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Why consider this job opportunity:
Salary up to $65,000
Eligible for variable compensation
Comprehensive benefits package including medical, dental, vision, and a 401(k) plan
Opportunity for career advancement and growth within the organization
Supportive and collaborative work environment
Chance to make a positive impact on client relationships and financial well‑being
What to Expect (Job Responsibilities):
Support the organization’s key third-party distribution partners alongside Strategic Account Managers
Manage new firm onboarding and operational/product shelf maintenance for distribution partners
Serve as a liaison between the Strategic Account team and various internal departments (e.g., Compliance, Finance, Sales Desk)
Develop presentations, conduct data analysis, deliver reports, and provide conference support
Travel may be required as part of the role
What is Required (Qualifications):
Minimum of 3 years of annuity distribution experience
FINRA registration: Series 6 & 63
Resident Life and Variable Insurance Licenses
Bachelor’s Degree
Strong proficiency in Excel and PowerPoint, with excellent verbal and written communication skills
How to Stand Out (Preferred Qualifications):
Demonstrated ability to work both independently and as part of a team
Highly organized with strong attention to detail and multitasking abilities
Knowledge of collaborative techniques and relationship management skills
We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.
We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.
#J-18808-Ljbffr