Description

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?

Key Job Responsibilities

As key member of the Employee Benefits' sales desk, this role will focus on meeting the pre/post-sale needs of our Advisors and clients which will have a direct impact on persistency, and growth of the block of business through add-coverage.

This position will also aim to drive optimization of the Distribution team's Salesforce experience, helping to translate sales team related business requests into detailed business requirements and manage the overall quality of the contact database

Provide Sales Support

• Mange RFP and proposal process, including reviewing RFP data, discerning the data received and partnering with Sales Desk Lead and Underwriting to underwrite and release a proposal
• Partner with Underwriting to ensure proposals are on track to meet due dates
• Proactively communicating with advisors and clients, helping guide and educate them on all tools and resources available to them for future needs by understanding our product portfolio
• Utilize Salesforce to manage sales pipeline and service requests, ensure all relevant customer and advisor activities are clearly documented.
• Partner with the Implementation team to ensure that all new groups have successfully been activated and that advisor and client expectations have been achieved.
• Develops and maintains excellent working relationships with internal business partners, advisors, and clients
• Takes complete ownership for service-related requests (outside of CS score of responsibilities) and follows up through completion and confirmation back to customers to meet their expectations along with internal SLA's. Service requests include but not limited to product/policy questions, administrative changes, billing concerns, claims inquiries, enrollment completion, customer education, general account management support

Drive Salesforce Adoption & Effective Usage

• Complete data intake across initiatives involving contact database growth, territory management, sales projections, marketing campaigns, and research engagements
• Manage contact database quality, including the identification and resolution of data integrity issues, partnering closely with Technology and IT teams
• Partner with Salesforce Admin in conducting Salesforce training for Distribution and Marketing users
• Create Salesforce processes documentation and training materials for Distribution and Marketing users
• Conduct research and analysis, working with stakeholders to assist in developing recommendations and building business cases for the evolving CRM sales strategy
• Act in a project management capacity for key strategic initiatives, coordinating with cross-functional teams on project initiation, planning and design, execution, and tracking
• Proactively support end users in driving best utilization of Salesforce

The base salary range for this position is $46,000 - $67,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program

Qualifications

Required Qualifications

• 1 to 2 years of similar work experience
• Excellent organizational and time management skills
• Results oriented and goal driven with superior service delivery and collaboration skills
• Develops a high level of credibility with internal and external partners
• Initiative-taker; able to work successfully both independently and interdependently within a team environment and within a mobile environment
• Strong analytical and critical thinking skills
• Ability to present complex information in a clear manner, both orally and in writing.
• Strong computer skills, including Microsoft Office (i.e., Word, Excel, Outlook, and PowerPoint

Preferred Qualifications

• Bachelors Degree Highly Preferred
• CRM experience preferred but not required

Skills

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.

Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.

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.

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.

ABOUT EQUITABLE

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.