Equitable

• Work with intermediaries (Brokers, GA's, TPA's) and customers within an assigned territory • Responsible for building strong partner relationships within the assigned territory and act as their liaison • Focus on assigned block of business and identify opportunities for premium growth • Provides initial training to Brokers/Customers on our EB360 platform • Accountable for the end-to-end account management experience of assigned cases • Oversees the renewal process for all cases within the assigned book of business and partners with the Sales Executive on strategy • Respond to customer needs proactively • Provide management and project teams with updates on accounts and problem solve • Identify alternative solutions • Monitor opportunities and organize marketing plans to grow current membership or cross-sell other products • Understand benefit offerings of group insurance and policy language • Provide excellent post-sale customer service and solve escalated issues • Travel as needed to develop, build and maintain strong broker/consultant and client relationships • Maintain up-to-date broker/client information on company applications, business plans and legal requirements • Develop strong partnerships with sales, marketing, underwriting, billing, eligibility, claims and customer service

Role Description At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives. Equitable is looking for a motivated and passionate Regional Vice President (External Wholesaler) to join our Life Insurance team. This position will support Southern Florida and Puerto Rico territories. Spanish speaking a plus. This position will be focused on asset location and positioning Life Insurance as the tax-free bucket, 7702. The main focus of this role is to grow Equitable Life Insurance in the SE Complex. Responsibilities - The RVP is directly responsible for developing and maintaining consultative relationships with our Equitable Advisors Channel. - The RVP role is the Key Driver of revenue in their territory, including accountability for achieving and exceeding territory sales targets and territory management (APE). - Develop new producers while retaining existing producers to grow market share. - Educate and train advisors on Equitable’s Life products. This position offers a remote work arrangement plus up to 75% travel for business needs. Periodic office visits may be requested based on business needs. The base salary for this position is $80,000. This role is eligible for variable compensation. Benefits - Medical, dental, vision coverage. - 401(k) plan. - Paid time off. Qualifications - 7+ years of Life Insurance industry experience. - Experience in Direct Sales of Life Insurance products. - Life and Health insurance licenses. - FINRA Series 6 & 63 registrations, active. - Valid driver’s license and clean driving record are required. Preferred Qualifications - FINRA Series 7 highly desired. - Bilingual in English and Spanish a plus. - Exceptional communication/interpersonal skills with good computer and organizational skills. Skills - Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality. - Financial Services Industry: Knowledge of financial services industry trends, directions, major issues, regulatory considerations and trendsetters; ability to provide specific financial advice to clients. - Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization. - Knowledge of Sales Channels: Knowledge of meanings and features of sales channels; ability to coordinate multiple and diverse options for selling an organization's products and services. - Producing Results: Understanding of the criticality of getting things done in spite of current circumstances and the ability to utilize assigned resources and leverage back-channel resources (individuals or teams) to achieve or exceed planned outcomes. - Prospecting: Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market. - Territory Management: Knowledge of territory management practices, tools and techniques; ability to manage and maximize insurance business performance for one or multiple geographical area(s). Company Description 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.

Role Description Equitable is looking for a Group Sales and Service Support to join our Group Sales team. This role works collaboratively with members of the Group Sales team to provide service to the Eastern provinces. In this role, you will provide administrative support to the team, while ensuring a positive experience for our group plan sponsors and advisors. What you’ll do: - Submit request to quote to the underwriting department and correspond with advisors for outstanding information - Assist Group Account Executives (GAEs) with the renewal process by ordering requested reports and submitting sold rates - Prepare group terminations and order requested reports - Provide support to our advisors and clients via email and phone - Answer inquiries relating to commissions and ensure advisor errors & omissions/required licensing is up to date - Assist with agent of record (AOR) changes - Monitor and investigate late premium payments through interactions with advisors and plan administrators - Complete inforce transmittals - Support national regions as required to meet overall goals and balance workloads - Assist in the process of data collections, efforts to improve processes, or to make processes consistent between regional offices Qualifications - Post-Secondary education or equivalent - Previous customer service experience - Comprehensive understanding of group insurance is an asset - Strong analytical, organization, time-management and decision-making skills - Superior communication skills, including effective listening and the ability to communicate clearly both verbally and in writing - Ability to work in a fast-paced environment with tight deadlines and changing priorities - Experience using Word, Excel, and ability to learn and apply new system applications 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 believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact, for our clients, our communities, and each other. Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes.

Role Description In this role, you will be responsible for administering key aspects of group insurance policy maintenance for plan members in accordance with policy contracts. This includes managing updates such as additions, terminations, and changes to member information, ensuring accuracy and compliance throughout the process. What you’ll do: - Provide excellent client service to both external clients (Advisors, Plan Administrators, Plan Members) and internal partners (head office and regional staff) by answering inquiries via phone and email; - Provide phone support to plan members who need assistance with online benefit selections; - Updating/validating plan member and plan sponsor information (including accurate flex dollar calculations, adding/changing plan members’ information), contact information for plan sponsors, validating results from electronic member load files from Third Party Administrators; - Administering pay direct drug cards including problem solving utilizing provider’s software (Telus); - Updating banking information (EFT/Plan Members, PAD/Group Policies), in accordance with external vendors’ guidelines (financial institution); - Terminating and reinstating plan members, to ensure that only eligible claims are paid, including the collection of any resulting overpayments; - Requesting medical evidence of insurability; - Provide support to medical underwriting by assessing member eligibility, including request medical evidence of insurability when necessary; - Beneficiary changes in accordance with legal parameters; - Interpret regularly produced system reports and complete unfinished processes or take corrective action where required; - Facilitate the administration of a new group policy regarding loading plan member details; - Adhere to turnaround standards, meeting acceptable quality rates and transactional goals; - Assist in the completion of policy renewals, which include auditing the renewal rate confirmation and flex dollars for accuracy; - Prepare customized material and calculate flex dollar amounts based on the flex plan options that will be available for each; - Miscellaneous admin support as needed. Qualifications - Excellent communication skills, including effective listening and the ability to communicate clearly both verbally and in writing; - Excellent analytical and creative problem-solving abilities, utilizing research skills; - Strong organizational skills and multi-tasking abilities and prioritization skills; - Comprehensive understanding of group insurance and the ability to learn new processes; - Accuracy and attention to detail are essential; - PC skills – working knowledge of MS Office applications (specifically Excel) with confidence; - Ability to interpret and apply contract provisions and administrative guidelines; - Ability to handle high volume of work within a fast-paced environment; - Ability to work in a team environment; - Aptitude for service; - 2+ years of Group Insurance experience is an asset. Benefits - Career Growth: Regular learning sessions and development opportunities; - Total Rewards: Allowance provided in place of vacation pay and benefits; - 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 believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact, for our clients, our communities, and each other. Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes.

• 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

• 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

Role Description In this role, you will be responsible for administering key aspects of group insurance policy maintenance for plan members in accordance with policy contracts. This includes managing updates such as additions, terminations, and changes to member information, ensuring accuracy and compliance throughout the process. What you’ll do: - Provide excellent client service to both external clients (Advisors, Plan Administrators, Plan Members) and internal partners (head office and regional staff) by answering inquiries via phone and email. - Provide phone support to plan members who need assistance with online benefit selections. - Updating/validating plan member and plan sponsor information (including accurate flex dollar calculations, adding/changing plan members’ information), contact information for plan sponsors, validating results from electronic member load files from Third Party Administrators. - Administering pay direct drug cards including problem solving utilizing provider’s software (Telus). - Updating banking information (EFT/Plan Members, PAD/Group Policies), in accordance with external vendors’ guidelines (financial institution). - Terminating and reinstating plan members, to ensure that only eligible claims are paid, including the collection of any resulting overpayments. - Requesting medical evidence of insurability. - Provide support to medical underwriting by assessing member eligibility, including request medical evidence of insurability when necessary. - Beneficiary changes in accordance with legal parameters. - Interpret regularly produced system reports and complete unfinished processes or take corrective action where required. - Facilitate the administration of a new group policy regarding loading plan member details. - Adhere to turnaround standards, meeting acceptable quality rates and transactional goals. - Assist in the completion of policy renewals, which include auditing the renewal rate confirmation and flex dollars for accuracy. - Prepare customized material and calculate flex dollar amounts based on the flex plan options that will be available for each. - Miscellaneous admin support as needed. Qualifications - Excellent communication skills, including effective listening and the ability to communicate clearly both verbally and in writing. - Excellent analytical and creative problem-solving abilities, utilizing research skills. - Strong organizational skills and multi-tasking abilities and prioritization skills. - Comprehensive understanding of group insurance and the ability to learn new processes. - Accuracy and attention to detail are essential. - PC skills – working knowledge of MS Office applications (specifically Excel) with confidence. - Ability to interpret and apply contract provisions and administrative guidelines. - Ability to handle high volume of work within a fast-paced environment. - Ability to work in a team environment. - Aptitude for service. - 2+ years of Group Insurance experience 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. Company Description At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact, for our clients, our communities, and each other. Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes.

Title: Disbursement Underwriter (REMOTE) Location: United States 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 looking for a Disbursement Underwriter. Reporting to the Inforce Processing Team, the Disbursement Underwriter is responsible for reviewing and approving disbursement ACH requests. As a Disbursement Underwriter, you'll play an important role in helping us protect our customers and our business. In this position, you'll review disbursement requests to ensure they're accurate, legitimate, and meet our policies, so funds are released safely and responsibly. Your work helps prevent fraud and reduce risk, while also supporting a smooth and positive experience for our customers. You'll use strong attention to detail and sound judgment to make informed decisions, balancing careful risk management with timely processing. This role is a great fit if you enjoy problem-solving, working with data, and being part of a team that values both security and customer experience. What You'll Be Doing The Disbursement Underwriter uses the following steps to validate a client account: - Utilize the DRP tool, which allows you to see debit and credit history in any site including HM, SOC, NOC & LPL - Review AWD to confirm if money was ever sent to/received from the account - Confirm in AWD if we received a contribution check from requested account - Validate original Medallion Signature Guarantee, if available - Call rep of record to confirm they personally spoke with the client in person or over phone regarding request - Call client using the phone number on the application - A check is mailed to the client's address if the account cannot be verified 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 $48,000 - $52,000. 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 - 1 years of experience in customer service or fraud prevention - Demonstrated analytical and critical thinking skills with the ability to assess risk and make sound decisions - Experience reviewing financial transactions or policy related transactions - Ability to interpret and apply company policies, procedures and regulatory requirements - Ability to work independently while collaborating effectively within a team environment - Ability to escalate potential fraud concerns when appropriate Preferred Qualifications: - Associates Degree or higher Skills 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. Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion. 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. Click Careers at Equitable to learn more. 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.

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. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you. Client experience is at the core of Equitable’s strategy, and the onboarding journey sets the foundation for lasting advisor and client relationships. As an Advanced Markets, Case Manager, you’ll deliver a proactive, white‑glove experience for High‑Net‑Worth advisors and clients, managing complex, high‑value life insurance cases from application to placement. In this external‑facing role, you’ll act as the primary strategic partner for HNW advisors, navigating sophisticated cases, resolving escalations, and collaborating closely with underwriting, risk, compliance, pricing, and distribution teams. Your technical expertise and relationship‑driven approach will directly influence placement and revenue outcomes for large ($5M+) and jumbo ($10M+) cases while advancing Equitable’s differentiated new‑business service strategy. Work Arrangements: You will work from your home office 100% of the time. You may be required to be in-person at our office in Waterloo, ON or another assigned location within the Waterloo Region, on an as needed basis. Sales related roles may be required to travel based on the assignment. What you’ll do: - Act as the primary strategic partner for High‑Net‑Worth (HNW) advisors and wholesalers, delivering expert guidance and a proactive, white‑glove experience on complex, high‑value cases. - Lead end‑to‑end ownership of large‑face‑amount cases, managing onboarding from application through policy issue and settlement. - Exercise independent judgment to re-prioritize case volumes based on business impact, case complexity, and placement deadlines, overriding standard handling instructions when necessary to secure high-value business. - Serve as the key liaison between external partners and internal Underwriting, Risk, Legal, and Operations teams to ensure alignment, transparency, and timely outcomes. - Review and analyze complex financial and medical information, developing alternative strategies that advance cases while maintaining risk and regulatory standards. - Independently prioritize and manage cases based on business impact, complexity, and placement deadlines to secure high‑value opportunities. - Maintain disciplined workflow balancing: - Processing time (reviewing documents, updating systems, managing requirements) - Phone time (advisor calls, underwriting discussions, vendor coordination) - Strategic time (planning, prioritizing, and anticipating case needs) - Resolve escalations and negotiate case solutions, balancing advisor expectations with corporate governance requirements. - Translate complex underwriting, tax, and legal requirements into clear, actionable guidance that drives case progression. - Proactively manage follow‑ups, documentation, and communication to ensure audit readiness and accountability across all stakeholders. - Use workflow tools and performance data to manage deadlines, track progress, and achieve placement and revenue targets. - Identify and lead process improvements to enhance speed‑to‑issue, service quality, and competitiveness in the Advanced Markets segment. Qualifications - 3–5+ years of experience in life insurance new business, underwriting support, or case management (large‑case experience strongly preferred). - Fluency in both Mandarin and English is required for this position, including the ability to speak, read, and write proficiently in both languages. - Strong understanding of life insurance products, underwriting processes, and financial documentation requirements. - Deep understanding of advanced underwriting scenarios, complex financial risk or wealth planning strategies. - Proficiency with tax structuring and/or estate planning concepts. - Exceptional communication skills, both verbal and written; additional languages preferred. - Ability to manage multiple complex cases simultaneously while maintaining accuracy and service quality. - High level of discretion, professionalism, and client‑service orientation. - Proficiency with new business processing systems, workflow tools, and CRM platforms. 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. Your base pay will be based on your skills, qualifications, experience, and education. In addition to your salary, this role is eligible for a discretionary annual incentive award tied to business performance, plus a wide range of competitive benefits. If you’re selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what’s included. Reports To: Manager, Advanced Markets Case Management, New Business Department: Individual New Business Term: Permanent Full-Time Location: British Columbia This position is open and we are excited to find the right person to join our team. As part of the recruitment process, you will need to go through background screening, as per our company policy.

Title: Advisor Assist Financial Professional (HYBRID OR REMOTE) Location: UNITED STATES-Remote Job Description: What You Will Bring Required Qualifications - Bachelor's degree or equivalent professional experience that demonstrates strong foundational skills and a commitment to growing your career in financial services. - FINRA Series 7, 63 and 65 (or equivalent Series 66) registrations, active - Life Insurance Licenses - 2+years of success in sales Preferred Qualifications - Thorough knowledge in product, including proprietary and non-proprietary, and investment products offered through LPL as well as Salesforce and ClientWorks systems - Proven experience in building and managing customer relationships, with a focus on trust, service excellence, and long‑term engagement - Strong research and analytical capabilities, with the ability to interpret information and support sound client recommendations - Excellent interpersonal and communication skills, enabling you to connect effectively with clients, team members, and partners Skills 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. 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. ClickCareers at Equitable to learn more. 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. 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. 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. We are committed to helping you achieve more from your professional journey by cultivating an open, collaborative environment where innovation is encouraged, and growth is supported. Begin your career as a Financial Professional on our Advisor Assist team, in a salaried role designed to build the foundational skills and expertise necessary for long-term success in an entrepreneurial, client-focused profession. The Advisor Assist Financial Professional is a key member of Equitable’s centralized Advisor Assist team, providing dedicated operational and licensed client service support to 14th edition Financial Advisors in the branches. This role is designed to enhance advisor capacity by managing new business processing, client service requests, and practice management activities. The role focuses on delivering high-quality client experience, ensuring operational efficiency, and enabling advisors to focus on client acquisition and practice growth. What You’ll Be Doing New Business & Application Processing - Prepare, review, and submit new business applications (insurance, advisory, and investment products) in alignment with Equitable policies and compliance standards. - Ensure all applications are complete, accurate, and “in good order” prior to submission - Track case status and proactively follow up with underwriting and operations to resolve outstanding requirements - Provide timely updates to advisors and support transparency throughout the submission life cycle Client Service & Account Support - Act as a primary point of contact for client servicing needs, including account maintenance, beneficiary updates, transfers, withdrawals, and general inquiries - Execute service requests in accordance with firm policies, regulatory requirements, and service level expectations - Maintain accurate and up-to-date client records within firm systems - Support client review preparation, including gathering account data and preparing meeting materials Client Communication & Advisor Support - Conduct outbound and inbound client calls to support service needs, appointment confirmation, and follow-up activities - Identify new opportunities in partnership with clients as their financial goals, priorities, and life circumstances evolve - Coordinate and schedule client meetings, annual reviews, and advisor follow-ups - Prepare meeting agendas, documentation, and post-meeting action items - Partner closely with assigned advisors to understand their practice needs and preferences Advisor Assist & Operational Excellence - Operate within Equitable’s Advisor Assist framework, leveraging centralized processes, workflows, and service models - Manage task queues and workflows to ensure timely and efficient completion of activities - Collaborate with internal teams (Operations, Compliance, Underwriting, Service Centers) to drive resolution and efficiency - Support audit readiness and adhere to Equitable’s compliance, supervision, and documentation standards This position offers a flexible work schedule\: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Salt Lake City, UT; 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 for this position is $55,000. This role is eligible for variable compensation. 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