Equitable

Role Description At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. This is a high-impact opportunity to support the Insurance Distribution team by enabling Sales Directors to drive advisor engagement, strengthen loyalty, and improve sales performance within the WFG channel. As a Sales Operations Specialist, you will work closely with Sales Directors and senior leadership to deliver critical operational, analytical, and coordination support across internal teams and external partners. - Manage the Month-End Escalation process, ensuring timely resolution, prioritization, and stakeholder communication - Maintain and improve escalation procedures; analyze trends and provide reporting on outcomes and opportunities - Execute Advisor Reward & Recognition programs, including tracking, fulfillment, and reporting - Develop dashboards and reports to support advisor performance visibility and business insights - Coordinate WFG events, calendars, and leadership participation, including logistics and communications - Administer Marketing Allowance (MA) budgets, including tracking, reconciliation, reporting, and payment support - Coordinate priority outbound communications and follow-ups to support compliance and reduce policy issues - Maintain accurate EVC hierarchy data and partner with internal teams on advisor-level reporting - Identify and implement process improvements to enhance efficiency, accuracy, and stakeholder experience Qualifications - Experience in sales administration, operations, or analytics with strong reporting capabilities - Excellent organizational and time management skills in a fast-paced, deadline-driven environment - Advanced Excel and Microsoft Office skills with strong data analysis abilities - Strong critical thinking and problem-solving skills with a solution-oriented approach - High attention to detail and accuracy in data and financial processes - Ability to work independently, manage priorities, and exercise sound judgment - Strong technical aptitude and ability to quickly learn new systems - Innovative mindset with a focus on continuous improvement - Strong communication and interpersonal skills with the ability to collaborate and influence stakeholders Benefits - Career Growth: Regular learning sessions and development opportunities - Total Rewards: Incentive pay, annual salary reviews, employer-paid benefits and pension matching - Time Away: Competitive vacation plus one paid volunteer day each year - Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach Company Description At Equitable, we’re committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at careers@equitable.ca, we’re happy to help.

• Answer an average of 45-55 inbound calls per day • Deliver exceptional customer service while adhering to Attendance guidelines • Active participation and successful completion of customer service training

• Coordinate logistics for Employee Benefits Sales Distribution Leadership Meetings • Serve as the primary organizer for regularly scheduled national brokers meeting • Support in the delivery/communication of marketing material to our national broker contacts • Assist in managing specialty market relationships • Developing broker sales insights to help drive growth • Prepare monthly and quarterly broker/general agency reports • Oversee the annual tracking and delivery of broker agreements • Monitor and track third-party distribution partnership financials • Be the point of contact for enrollment microsite creation • Maintain and communicate national broker rate cards and programs • Maintain broker profiles and technology profiles • Act as a backup resource for responding to Requests for Information (RFIs)

Title: Disability and Leave Management Claims Specialist (REMOTE) Location: United States Job Description: UNITED STATES-Remote Other Locations : UNITED STATES-NC-Charlotte, UNITED STATES-NY-Syracuse Organization : Equitable Schedule : Full-time About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859. Equitable is looking for an experienced Claims Specialist supporting Disability and Leave Management claims to join our team! The Claims Specialist is responsible for providing excellent customer service. You will be expected to utilize judgment and assess risk as you work with various business partners to render claim decisions and partner with internal and external resources. Reliability and dependability throughout our extensive training program is required. What You’ll Be Doing - Deliver an exceptional customer experience and ensure that customer commitments and deliverables are achieved - Communication via telephone, email, and text with employees, employers, attorneys, and others - Review and interpret medical records, utilizing resources as appropriate - Complete financial calculations - Gain an understanding and working knowledge of the Equitable claim and other applicable systems, policies, procedures, and contracts as well as regulatory and statutory requirements for claim adjudication - Apply contract/policy provisions to ensure accurate eligibility and liability decisions - Demonstrate and apply analytical and critical thinking skills - Verify on-going liability and develop strategies for return-to-work opportunities as appropriate - Document objective, clear and technical rationale for all claim determinations and demonstrate the ability to effectively communicate claim decisions to our customers via oral and written communication - Leverage a broad spectrum of resources, materials, and tools to render claims decisions - Provide timely and exceptional customer experience by paying appropriate claims accurately and timely, responding to all inquiries and maintaining expected service and quality standards - Work within a fast-paced environment, with tight deadlines, and demonstrate the ability to balance multiple priorities - Work independently as well as within a team structure This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer‑focused service during our core hours (8:30 AM–5:30 PM EST). Periodic office visits may be requested based on business needs. The base salary range for this position is $50,000-$60,000. 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 What You Will Bring - Bachelor’s degree or equivalent work experience - 1+ years disability claims experience - Exceptional customer service skills - Maintains positive and effective interaction with challenging customers - Strong knowledge of disability and leave laws and regulations - Ability to handle sensitive information with confidentiality and professionalism Preferred Qualifications - Group Disability Claims experience - Exceptional written and oral communication skills demonstrated in previous work experience - Excellent organizational and time management skills with ability to multitask and prioritize deadlines - Ability to manage multiple and changing priorities - Detail oriented; able to analyze and research contract information - Demonstrated ability to operate with a sense of urgency - Experience in effectively meeting/ exceeding individual professional expectations and team goals - Demonstrated analytical and math skills - Ability to exercise critical thinking skills, risk management skills and sound judgment - Ability to adapt, problem solve quickly and communicate effective solutions - High level of flexibility to adapt to the changing needs of the organization - Self-motivated, independent with proven ability to work effectively on a team and work with others in a highly collaborative team environment - Continuous improvement mindset - A commitment to support a work environment that fosters diversity and inclusion - Proficiency in computer literacy and skills with the ability to work within multiple systems; proficiency with PC based programs such as Excel and Word Skills Analytical Thinking: Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems. Customer Support Operations: Knowledge of customer support techniques, tools, technologies, and best practices; ability to utilize all aspects of customer support operations to manage a call center. Customer Support Systems: Knowledge of principles and techniques used in customer support and ability to use applications, hardware, software, networking, and the applications environment used for customer support. 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. Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations. #LI-Remote About Equitable At Equitable, we’re a team 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.

Title: Operations Third-Party (TPA) Vendor Governance Analyst (HYBRID OR REMOTE) Location: Primary Location : UNITED STATES-NY-Syracuse Other Locations : UNITED STATES-Remote, UNITED STATES-NC-Charlotte Job Description: About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. Equitable is seeking an Operations Third-Party (TPA) Vendor Governance Analyst to play a key role in overseeing Third-Party Administrators responsible for life insurance policy administration. This role actively monitors vendor performance through SLAs and KPIs, leads governance routines such as MBRs and QBRs, and maintains critical oversight documentation. The analyst drives timely issue resolution and remediation, partnering closely with internal stakeholders and vendors to ensure consistent service delivery and strong adherence to regulatory, contractual, and company standards. What You’ll Be Doing - Analyze TPA performance against SLAs, KPIs, and contractual obligations; highlight trends, drivers, and emerging risks - Facilitate and schedule Monthly and Quarterly Business Reviews (MBRs/QBRs), including data validation, performance summaries, and action items - Maintain governance routines and artifacts (issue logs, action registers, risk/control trackers, and decision records) to ensure transparency and auditability - Perform initial assessment and triage of operational issues (impact, severity, root cause hypotheses, and required stakeholders); monitor remediation plans and validate evidence of completion - Support operational risk management for TPAs by coordinating SOC report review, audit requests, and control testing/attestations - Partner with Corporate Sourcing and Procurement (CSP) and business stakeholders to support contract administration (renewals/amendments) - Reconcile and process vendor and third-party billing - Own monthly and annual accrual process for Operations’ billing - Generate billing, reconcile payments and create reporting for fees collected from funds under management - Identify opportunities to improve governance processes; document procedures and implement enhancements in partnership with stakeholders This position offers a flexible work schedule\: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Charlotte, NC; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection. The base salary range for this position is $50,000 - $63,000. 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 What You Will Bring Required Qualifications: - HS Diploma or equivalent - 2+ years of experience in vendor governance, operations analytics, third-party risk/controls, insurance operations and/or a related role - Demonstrated ability to analyze operational performance data, identify trends/root causes, and translate findings into clear insights and recommendations - Proven stakeholder management skills; able to communicate effectively with vendors and internal partners and drive action through governance routines - Proficiency in Microsoft Excel (e.g., pivots, lookups, basic data validation) and PowerPoint to produce recurring dashboards, scorecards, and executive-ready summaries - Efficient organizational skills with the ability to manage multiple priorities, maintain detailed documentation, and meet deadlines in a regulated environment Preferred Qualifications: - Advanced degree - Experience with life insurance operations, policy administration, and/or Third-Party Administrator (TPA) operating models - Familiarity with vendor governance practices (e.g., KPI/SLA design, scorecards, QBR/MBR operating cadence, and issue/action management) - Experience supporting SOC report review, audits, risk assessments, and/or control testing in partnership with risk/compliance functions - Continuous improvement mindset Skills Data Gathering and Reporting: Knowledge of tools, techniques and processes for gathering and reporting data; ability to practice them in a particular department or division of a company. Data Integrity: Knowledge of objectives, terminologies, and approaches of data integrity; ability to ensure the accuracy and consistency of data in various business environments. 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. 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. About Equitable At Equitable, we’re a team 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. 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.

Title: Contracts Analyst- Employee Benefits Team (HYBRID OR REMOTE) Job Description: Primary Location : UNITED STATES-Remote Other Locations : UNITED STATES-NY-New York, UNITED STATES-NC-Charlotte, UNITED STATES-NY-Syracuse Organization : Equitable Schedule : Full-time About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. The Contracts Analyst will support the issuance of both filed and non-filed Equitable group insurance forms. The team member will be responsible for document generation for both New Business and Amendment processes through editing and proofreading of documents produced via automation. The Contracts analyst will also support the issuance of manual forms through exception processing. If you are eager to learn, adaptable, successful managing new tools, and passionate about problem solving – we want to talk to you! What You’ll Be Doing - Support the Employee Benefits Contracts team with processing and issuance of certifications. - Support and grow relationships with your internal customers (Account Management, Distribution, Customer Service, Client Onboarding, Underwriting). - Partner with internal stakeholders (Underwriting, Billing, Commissions, EDI, Contracts, Account Management, Customer Service, Client Onboarding, IT) to ensure downstream changes are completed timely and accurately for all assigned work. - Maintain acceptable production turnaround times, balancing workload and prioritization of requests. - Provide timely responses to inquiries in our Contracts team mailbox as needed. - Provide and quickly gain insight on many end-to-end business functions within Employee Benefits. Our team engages with most operational areas within Equitable Employee Benefits. - Utilize multiple Equitable home-grown systems in your day-to-day. Your ability to quickly learn new systems and adapt to changes (we’re constantly evolving) is critical to your success. - Utilize Microsoft Excel often, mid-level to advanced skills will come in handy. - You will be asked to investigate data discrepancies occasionally, expect some detective work. - Partner with Quality lead and Manager for performance and development discussions. This position offers a flexible work schedule: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Charlotte, NC; New York, NY; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection. The base salary range for this position is $55,000 - $60,000. 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.

Role Description At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives—a mission we’ve honed since 1859. Invest In Your Potential! At Equitable Advisors, you’ll find an environment where you are encouraged to think boldly, collaborate deeply, and continuously develop your skills while helping others achieve financial confidence and security. Our Financial Professional, Premier Team role is designed for individuals who are motivated to build a long-term career in financial services. You will gain hands-on experience, meaningful client exposure, and insight into what it takes to support and grow a successful advisory practice while developing the foundation for an entrepreneurially driven career path. This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer-focused service during our core hours (8:30 AM–5:30 PM EST). Periodic office visits may be requested based on business needs. As a Financial Professional – Advisor Assist, you will build trusted relationships with clients by delivering value through meaningful, proactive engagement: - Proactively connect with clients via phone, email, and chat to provide timely support and guidance. - Serve as a single point of contact, coordinating Equitable’s full range of resources to address client needs efficiently and effectively. - Act as a trusted resource to answer questions about existing products, reinforce client confidence, and validate investment decisions. - Identify new opportunities in partnership with clients as their financial goals, priorities, and life circumstances evolve. - Assist clients with initiating and completing transactions, ensuring a smooth, accurate, and positive experience. - Collaborate closely with Financial Professionals to support client relationships and enhance overall service delivery. Qualifications - A bachelor's degree or equivalent relevant industry experience that demonstrates a strong foundation in client engagement, sales, and financial services. - Active FINRA licenses, including Series 7, Series 63, and Series 65 (or equivalent). - Life Insurance licenses. - Six to eight years of proven sales experience, with a track record of building relationships, driving results, and delivering value in a client-focused environment. Requirements - Cross-Selling: Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales. - 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. - Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs. - Sales Scoping and Qualification: Knowledge of sales scoping and qualification techniques and skills; ability to identify and qualify potential sales opportunities for the organization. Benefits - Base salary of $47,500. - Eligible for variable compensation. - Full range of benefits including medical, dental, vision, a 401(k) plan, and paid time off.

Role Description We are seeking a Client Relationship Specialist – Implementation to join our Group Benefits team. As a key member of our Head Office Group Benefits team, you will play a critical role in delivering a best-in-class onboarding experience and serving as the face of Equitable during the implementation phase. - Serve as the primary point of contact for Advisors and new clients throughout the onboarding and implementation process. - Ingest client Group Benefits requirements and translate them into Equitable’s internal systems and processes for accurate plan installation. - Guide clients through plan setup, ensuring all documentation, enrollment data, and requirements are complete, accurate, and delivered within established timelines. - Manage the end-to-end implementation lifecycle, from initial sale through to successful plan installation and transition at go-live. - Develop and manage implementation timelines, track milestones, and proactively identify and mitigate risks or delays. - Coordinate with internal teams (Underwriting, Group Benefits Administration, Claims, IT, and other operational partners) to ensure all components are aligned for successful installation. - Perform risk assessment and analysis related to plan design, setup requirements, and implementation exceptions. - Make case-specific decisions on administrative and implementation exceptions within established guidelines. - Support and manage complex or non-standard group implementations, adapting approaches to meet unique client requirements. - Deliver Plan Administrator and Plan Member training sessions, including system demonstrations, to ensure readiness for plan launch. - Collaborate with Advisors, Group Account Executives (GAEs), and internal stakeholders to resolve implementation issues and ensure a coordinated onboarding experience. - Ensure all documentation meets high standards of accuracy, completeness, and compliance to support efficient installation. - Contribute to the development, standardization, and improvement of implementation processes, documentation, and checklists. - Meet established implementation performance metrics, including turnaround times, quality standards, and reporting requirements. Qualifications - 3–5+ years of Group Benefits experience, including strong experience in implementation and onboarding. - Solid understanding of Group Benefits products, plan design, and installation processes. - Demonstrated ability to analyze complex requirements, assess risk, and make sound decisions within defined guidelines. - Strong understanding of how Underwriting, Claims, Administration, and other group functions contribute to implementation outcomes. - Excellent organizational, time management, and problem-solving skills with the ability to manage multiple implementations in a fast-paced environment. - High level of accuracy and attention to detail, particularly in documentation and data management. - Exceptional communication skills (verbal and written), with the ability to clearly guide clients and advisors through implementation processes. - Strong presentation and training skills, with the ability to deliver effective onboarding sessions. - Ability to adapt to complex or non-standard implementations and shifting priorities. - Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook) and ability to quickly learn new systems. - Knowledge of provincial health plans and relevant federal/provincial legislation is an asset. - Certified Employee Benefit Specialist (CEBS/GBA) designation is an asset. - Bilingual (English/French) is an asset. Benefits - Career Growth: Regular learning sessions and development opportunities. - Total Rewards: Incentive pay, annual salary reviews, employer-paid benefits and pension matching. - Time Away: Competitive vacation plus one paid volunteer day each year. - Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach.

• Build and maintain strong, professional relationships with assigned customers, brokers, and key stakeholders. • Manage a book of business in the 250+ life segment, driving growth and persistency. • Partner with Distribution and internal teams to deliver value-added solutions and meet service, growth, and retention objectives. • Lead renewal efforts by conducting detailed renewal analyses, making pricing recommendations with Sales Executives, and delivering timely, accurate renewal packages to brokers and GAs. • Achieve premium growth goals through add-coverage sales, acquisitions, plan design changes, and enrollment strategies. • Proactively assess client needs and develop clear communication plans for customers and brokers. • Collaborate closely with Sales Executives (SE), Marketing Service Representatives (MSR), Implementation Consultants, and internal service teams to resolve issues and ensure seamless client experiences. • Participate in finalist presentations, clearly articulating Equitable’s value proposition, partnerships, and product strengths. • Conduct regular client stewardship meetings, including claims and administrative reviews, identifying issues and recommending solutions or additional products. • Lead client education and outreach through in-person meetings, calls, virtual sessions, and ongoing communication. • Facilitate installation meetings post-implementation and educate clients and brokers on administrative processes and EB360 capabilities. • Stay informed on market and regulatory changes impacting clients and provide consultative guidance. • Use Salesforce to document activities and manage pipeline and account information. • Mentor MSRs and Regional Account Managers; support onboarding and ongoing development of new team members.

Software Engineering II ID (26000099) Primary Location: UNITED STATES-NC-Charlotte Organization: Equitable Schedule: Full-time Job Description: Duties: • Design strategies for enterprise databases, data warehouse systems, and multidimensional networks. • Responsible for data gathering and analysis; systems design and implementation; logical design; detailed design; ensuring data security in the design; and system evaluation, integration, vetting, modification, troubleshooting, and optimization. • Liaise with business unit customers and vendors depending on assignment and IT Senior Executives. • Prepare design specifications of one or more large or critical applications or systems. • Provide technical, functional and systems design for all work related to a system development project. • Set standards for database operations, programming, query processes, and security. • Model, design, and construct large relational databases or data warehouses. • Create and optimize data models for warehouse infrastructure and workflow. • Integrate new systems with existing warehouse structure and refine system performance and functionality. • Lead the process of compiling, analyzing, designing, testing and prioritizing system design components and implementation. • Assist with technical testing, ensuring that the system and unit tests were performed and reviews the test results. • Provide leadership/guidance to team members. • Work as a senior member of a team providing production support for new/existing systems of high complexity and scope. • Serve as subject matter expert (SME) for Datawarehouse Processes and infrastructure. • Maintain current Datawarehouse applications and develops procedures, where necessary, to improve the environment as required. Complies with all security and audit standards. • Design, Develop, test and deploy Datastage code based on requirements to load data into Datawarehouse IIAS appliance. • Provide technical expertise to the development and implementation of Datawarehouse solutions. Requires a Master’s degree in Information Management, Computer Science or related technical field and 4 years of progressive post-Baccalaureate experience as Software Engineer or related occupation involving data management and warehousing development, data modeling and Big Data analytics. Experience must include: Datastage 11.7; IBM IIAS Appliance; Oracle Database; SQL; Data Security/Privacy and Data Quality; Performance Tuning; Shell Scripting and Cron Jobs; Linux, Hadoop, PySpark; C#, C++, Web Services, Grafana, Tableau, Power BI, R, Python, .NET Hadoop, and TOAD; and data management and warehousing development for insurance/annuities industry.