Equitable

Develop and manage relationships with advisors, promote products, and meet sales goals within the Chicago market. | Requires FINRA Series 6 or 7, Series 63, insurance licenses, 2+ years sales experience, and knowledge of annuities and mutual funds. | 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 dynamic Regional Vice President, Annuities (External Wholesaler to join our Individual Retirement team supporting the Independent Planner Channel. This position will be supporting the Independent Planner Channel within the Chicago, IL market and have up to 95%25 travel within the territory to support business needs. What We Are Looking For · Develop and manage consultative relationships with existing Third Party advisors. · Assess and identify the needs of advisor clients in order to promote new products. · Develop new producers while retaining existing producers to grow market share in excess of 15%25. · Educate and train advisors on Annuity products. · Champion for headquarters marketing campaigns at local client level. · Develop new relationships. Responsible for territory management. · Utilize internal sales desk for enhanced customer service. · Follow up on Internal Sales Desk leads. · Maintain sales goals. Candidate must be able to identify, create and implement annuity sales opportunities. · The candidate will be responsible for communication with Divisional Vice Presidents on an ongoing basis. Remote + Travel – This position offers a remote work arrangement plus up to 95%25 travel for business needs. Periodic office visits may be requested based on business needs. The base salary for this position is $60,000. 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 What You Will Bring · FINRA Series 6 or 7 and Series 63 registrations · Resident State Life, Health and Variable Annuities Insurance license · Thorough knowledge of Variable Annuities and Mutual Funds · 2+ years direct sales experience Preferred Qualifications · Experience selling annuities in Chicago, IL market · Bachelor's degree · CLU, ChFC and/or CFP · Exceptional communication/interpersonal skills · Highly Organized · Technically savvy with computer and MS Office products Skills Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization. Negotiating: Knowledge of successful negotiation concepts and techniques; ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative manner. Prospecting: Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market. Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers. Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion. 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. 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). 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 at (212) 314-2211 or email us at TalentAcquisition@equitable.com.

Handle inbound customer inquiries via phone, provide information on insurance products, and utilize multiple systems to manage customer data. | High school diploma, 1+ years customer service experience, ability to multitask and learn new systems, and strong communication skills. | 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. Our Service Center is currently seeking talented individuals to join our team. The Customer Service Representative (CSR) position handles various types of incoming inquiries, via telephone from clients, regarding insurance products including products impacted by the financial markets. CSRs will be expected to learn and execute multiple processes/procedures and services, with collaboration from Floor Support when assistance is needed. Qualified individual must have the ability to multi-task and be able to navigate multiple administrative systems, including but not limited to; Windows, product specific legacy/updating systems, internet/intranet, image and workflow system, etc., and perform basic calculations using on-line tools. What You'll Do: Answer an average of 45-55 inbound calls per day, ranging from simple requests to market sensitive complex inquiries from Clients and Financial Professionals Deliver exceptional customer service while adhering to Attendance guidelines, Quality, Productivity, Availability, ACW, and Adherence goals established by the department. This position requires active participation and successful completion of customer service training and other training to remain current with operational policies, new products and procedures. Work Hours: Shifts can vary Monday through Thursday between 8 AM – 7 PM and Friday 8 AM – 5:30 PM. Work schedule will be determined periodically and may fluctuate daily within the hours of operation. 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 for this position is $45,760. 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'll Bring: High School Diploma 1+ years of customer service experience with superior customer service skills Preferred Qualifications: College degree A strong commitment to our customers. Prior customer service experience with superior customer service skills. Knowledge in insurance with an understanding of the financial market. 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%25of the working day Reliable; ability to meet attendance and punctuality standards Skills: Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience. Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies. 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. 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. Telephone-Based Customer Servicing: Knowledge of customer service delivered via telephone; ability to deal with handling customer inquiries and responses received by telephone. 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 at (212) 314-2211 or email us at TalentAcquisition@equitable.com.

Lead and develop a sales team to drive employee benefits sales in a designated territory, building relationships with brokers and clients. | Requires 10+ years in employee benefits sales, 3+ years in team management, and experience in group benefits products. | 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 Producing Market Manager to join our Employee Benefits team supporting the Southeast Region. You will work in conjunction with regional and national distribution leadership to drive prospect activity and sales. Producing Sales Manager, Employee Benefits, will lead a team of Sales Executives for an assigned region, as well as have responsibility for wholesaling in a specific geographic territory. The Producing Mangers will have management responsibility for all aspects of new sales and inforce business. In this position you will work remotely and travel up to 75%25 as needed with territory. The Southeast Market includes: Virginia, Maryland, District of Columbia, Tennessee, North Carolina, South Carolina, Georgia, Alabama, and Florida. These markets can change at the discretion of the RVP based on the needs of the business. What We Are Looking For Producing Sales Manager Responsibilities: • Leading a team of Sales Executives within an assigned territory • Travel with each Sales Executives and get to know the brokers and general agents within the region • Pro-actively coach, develop, empower Sales Executives, and manage a diverse team to drive engagement and performance • Deliver the vision and strategy to the assigned sales team to ensure profitable growth of the Equitable's Employee Benefits business • Work in conjunction with regional and national distribution leadership to drive prospect activity and sales in the target market segments (20 to 500+ lives) within the assigned designated territory • Develop and maintain strategic business relationships with brokerage firms, consulting houses, managing local general agencies • Meet or exceed assigned premium, proposal activity and meeting targets quarterly and annually for the assigned territory. Personal Production Responsibilities: • Meet or exceed activity goals as it relates to new client meetings, quote activity, relationship management and annual premium sales goals • Responsible for generating proposals for group Dental, Life, Disability and Vison clients in target market of 20-500+ lives in designated territory. Provide consultative analysis and recommendations to distribution channel partners and prospective clients • Construct and maintain a business plan for your designated territory based on sales and strategic initiatives • Coordinate and track client events, meetings, appointments, and conferences in Salesforce (CRM) • Remain current on company offerings and industry trends through market research, business area meetings, conferences, and industry events Remote + Travel – This position offers a remote work arrangement plus up to 75%25 travel for business needs. Periodic office visits may be requested based on business needs. The base salary for this position is $100,000. 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 What You Will Bring · Bachelor's degree or equivalent professional work experience · 10+ years of experience in the Employee or Group Benefits Insurance industry · 3+ years of experience in sales of Employee or Group Benefits products such as: Dental, Vision, Group Disability, Life, and Voluntary · 2+ years of Team Leadership or People Management experience Preferred Qualifications · High levels of professionalism · Effective Leadership skills, especially in a Sales environment · Team player who is also self-sufficient · Exceptional communication skills · Strong understanding of key levers to drive profitable sales · Present distribution strategies and initiatives at MBR & QBR Skills Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality. Negotiating: Knowledge of successful negotiation concepts and techniques; ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative manner. Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization. Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies. 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. Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers. Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion. Sales & Marketing: Knowledge of the strategies and operations for promoting the organization products, services and reputation; ability to develop and implement these strategies and operations. 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). 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 at (212) 314-2211 or email us at TalentAcquisition@equitable.com.

Manage client onboarding, coordinate implementation tasks, analyze data, and build relationships with stakeholders. | Strong communication, organizational skills, proficiency in Excel and CRM tools, and ability to manage multiple priorities. | 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 Client Implementation Consultant is responsible for managing and executing a variety of tasks that support client onboarding, project and time management, process optimization, consulting with external facing clients and providing an exceptional experience during the implementation process. This role requires excellent communication skills, the ability to adapt and learn, and a strong understanding of business impacts. The specialist will work closely with internal teams and external clients to ensure seamless operations and maintain high-quality standards. This position offers a flexible work schedule: it may be fully remote or 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. What We Are Looking For Client Interaction and Communication: · Host meetings with external clients via video conferencing · Provide email and verbal updates to key stakeholders, including internal and external Sales partners (ie: Sales Executives, Account Managers and brokers) · Coordinate all implementation needs across departments and inter-departmentally. Process Optimization: · Organize and maintain project plans · Ensure all necessary milestones and requirements of implementation process are met timely. · Provide weekly status reports and feedback on processes to leadership · Host regular status calls with internal and external stakeholders. Data Management and Analysis: · Review and map census files in Excel · Upload census data and effectively communicate with external parties to resolve errors · Update Salesforce with all applicable fields for accurate reporting · Review group level documentation to ensure accuracy of group setup. · Understanding of Digital Onboarding platform so we can better assist with trouble shooting. Collaboration and Relationship Building: · Build effective relationships with internal and external partners · Work with downstream partners, including GRP, Solstice, Full Scope, Claims, Certificates, etc. · Collaborate with Sales Executives on unique requests and with Underwriters on requotes The base salary range for this position is $56,000 - $70,000. 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 · Excellent communication skills, both verbal and written · Ability to adapt and learn quickly. · Strong organizational and time management skills; Extremely detail oriented · Proficient in Excel and other relevant software (Salesforce, PAR, Midas, EB360) · Ability to critically think and anticipate needs of key stakeholders · Effective leadership presence · Strong collaboration skills and ability to build strong and effective relationships · Quick problem-solving abilities Preferred Qualifications: · Experience in a similar role or industry · Knowledge of EB products and digital onboarding systems · Familiarity with project management tools, processes and techniques Skills Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision. 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. Statistics and Actuarial Modeling: Knowledge of statistical and actuarial modeling tools and techniques; ability to apply modeling processes and techniques to facilitate risk management decisions. Connection & Engagement Opportunities: We strive to cultivate an environment where our diverse global workforce can connect and thrive by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change. 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 at (212) 314-2211 or email us at TalentAcquisition@equitable.com.

Oversee and develop client onboarding processes, manage a team of implementation managers, and handle escalations to ensure smooth client transitions. | Extensive experience in client implementation, process development, team management, and insurance or financial services knowledge. | 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 Regional Client Implementation Team Manager is a critical role reporting into the Head of Client Implementation. They will serve as the people leader over a team of individual contributors, the Implementation Experience Managers. The team of Implementation Experience Managers oversees the successful onboarding of new, existing, and returning clients as they add Equitable insurance products for our paper, digital, and peripheral supporting processes and ensure successful transition from sale through to our Customer Retention area. This position offers a flexible work schedule: it may be fully remote or 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. What We Are Looking For · Managing a team of Implementation Experience Managers, ensuring adherence to turnaround times, service level agreements, and quality · Subject Matter Expertise in the Implementation Experience Manager roles and responsibilities · Ability to train, monitor, and continuously grow individual contributor roles · Deep understanding of peripheral operational processes and handoffs for Distribution, Underwriting, Licensing & Appointment, Enrollment Analysts, and retention area · Process development collaboration with counterpart Regional Implementation Experience Leader · Handle escalations related to client implementation in their region · Grow and develop team The base salary range for this position is $ 68,000 -$100,000. 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 · 5+ years in Insurance or Financial Institution, or similar experience · 5+ of Employee Benefits or related experience · 3+ of Client Implementation or related experience Preferred · Deep Employee Benefits Product knowledge · Excellent written/verbal communication skills and the ability to communicate with onshore, offshore, peer organizations, external vendors, brokers, and agents if required · Ability to operate in a challenging and fast-paced team environment. · Possess a high level of productivity, reliability, responsibility, attendance, dependability, organization, and accuracy/thoroughness Skills Process Mapping/Flowcharting: Works with one or more process mapping tools on a regular basis. Gathers input, output, goals, and event trigger information for manufacturing processes. Maps steps for simple/linear processes, referring to instructions, as needed. Interacts with process owners to validate maps. Finds redundancies and gaps in process mapping. Managing Multiple Priorities: Clarifies and handles multiple concurrent and diverse activities. Shifts focus among several efforts as required by changing priorities. Addresses potential conflicts that impact current delivery commitments. Works with or leads others to re-prioritize work and reschedule commitments as necessary. Responds to shifting priorities while maintaining progress of regularly scheduled work. Demonstrates an expectation that there will be ongoing shifts in demands and priorities. Budget Management: Gathers information on the basic concepts behind the budgeting process. Identifies key budget reports and their use. Describes major roles and responsibilities in the budgeting process. Uses the basic tools used for maintaining budgets. 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 at (212) 314-2211 or email us at TalentAcquisition@equitable.com.

Monitor and analyze broker-dealer operations, ensure compliance with regulatory standards, and support senior leadership with operational insights. | Minimum 5+ years in financial services, preferably broker-dealer experience, with knowledge of compliance, data analysis, and industry regulations. | Broker Dealer Outsourcing and Oversight Analyst (250000NB) Primary Location : UNITED STATES-NC-Charlotte Other Locations : UNITED STATES-Remote Organization : Equitable Schedule : Full-time 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? We are seeking a highly skilled and detail-oriented Broker Dealer Outsourcing and Oversight Analyst to join our team. This role is critical in ensuring the effective oversight of outsourced broker-dealer operations, maintaining compliance with regulatory standards, and supporting senior leadership with actionable insights. The ideal candidate will have a strong background in financial services, particularly within broker-dealer operations, and possess advanced analytical capabilities. This position offers an exciting opportunity to contribute to the success and integrity of broker-dealer operations while playing a key role in ensuring compliance and operational excellence. If you are passionate about financial services and regulatory oversight, we encourage you to apply! Key Responsibilities: • Generate and analyze metrics to assess the performance and efficiency of outsourced broker-dealer and Equitable Network operations. • Monitor and review outsourced service level agreements (SLAs) to ensure compliance with agreed-upon standards and regulatory requirements. • Conduct daily Customer Identification Program (CIP) and OFAC alert reviews to identify and address potential compliance issues. • Identify and report Anti-Money Laundering (AML) flags, ensuring timely escalation and resolution. • Review outsourced data entry for accuracy and quality control, implementing corrective measures where necessary. • Provide recommendations to senior leadership based on analysis of operational performance and regulatory compliance findings. • Support various supervisory procedures of the broker-dealer to ensure adherence to regulatory obligations and industry standards. • Interface with Financial Professions and support staff as needed. • Identify errors in operations and utilize analytical and statistical methods to detect trends, patterns, and outliers for resolution. The base salary range for this position is $75,000 - $85,000. 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 Minimum Qualifications: • 5+ years of experience in financial services, preferably with a broker-dealer background. Preferred Qualifications: • FINRA Series 6 or 7 & Series 24 licenses • Advanced knowledge of the financial services industry, including comprehensive understanding of broker-dealer operations, insurance industry products and process as well as regulatory requirements for each. • Knowledge of end-to-end business functions within operations, including data analysis, compliance, and quality control. • Proven ability to apply statistical analysis and critical thinking to identify operational outliers and drive process improvements. • Interpersonal skills and the ability to collaborate with internal teams and external vendors. • Exceptional attention to detail and organizational skills. • Commitment to maintaining high ethical standards and regulatory compliance 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. 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. 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.

Develops and executes business development strategies, manages key relationships, and leads a team to expand market presence. | Requires 2+ years of sales experience, knowledge of retirement products, and strong interpersonal and strategic skills. | Job Number: 9848 Job Number: 250000N8 External 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? Equitable is looking for a Group Retirement Head of Key Accounts & Strategic Partnerships to join our Group Retirement team. This role is crucial in driving Equitable's business development strategies and expanding its market presence. This role requires a strategic leader who can forge strong relationships with key accounts and partners, identify new business opportunities and ensure alignment with organizational goals. The ideal candidate will possess exceptional relationship management skills, a strategic mindset and the ability to lead initiatives that drive growth. This position will work remotely and travel as needed. Key Job Responsibilities • Strategic Business Development: o Develop and execute business development strategies that align with Equitable's long-term objectives. o Identify and evaluate new market opportunities to drive business expansion and profitability. • Partnership and Relationship Management: o Build and maintain robust relationships with key stakeholders, including clients and partners. o Serve as a strategic advisor to partners, providing insights and solutions that foster mutual growth and collaboration. • Market Expansion and Strategy: o Analyze market trends and competitive landscapes to inform strategic planning and decision-making. o Develop strategies to enhance the Equitable's market presence and capitalize on emerging opportunities. • Leadership and Team Development: o Lead and mentor a team focused on key account management and partnership development. o Foster a culture of innovation, collaboration, and continuous improvement within the team. • Performance Monitoring and Reporting: o Track and analyze key account metrics and partnership performance, providing insights to senior management. o Ensure alignment of business development activities with overall company goals and objectives. The base salary for this position is $110,000. 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 Required Qualifications • Bachelor's degree or relevant professional work experience • 2 years of sales experience • Knowledge of 401(k), 403(b) & 457(b) products, services and systems • FINRA Series SIE, 6, 63 & 26 registration or ability to obtain within 180 days of employment • Exceptional strategic thinking, negotiation and interpersonal skills Preferred Qualifications • 5 years of experience in business development, strategic partnerships or relationship management preferred • Proven ability to lead and develop a high-performing team • Ability to analyze market data and translate insights into actionable strategies • Excellent project management experience Skills 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. Negotiating: Knowledge of successful negotiation concepts and techniques; ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative manner. 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. Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers. Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion. Sales Closing and Agreements: Knowledge of sales closing and agreements related processes, techniques and skills; ability to close deals and reach final sales agreements. 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. 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). 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. 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 . #LI-Remote Community / Marketing Title: Head of Key Accounts & Strategic Partnerships, Group Retirement (REMOTE TRAVEL) Location_formattedLocationLong:

Supporting ERISA/retirement product knowledge, reviewing reports, and managing relationships with third-party recordkeepers. | Requires 3+ years of experience with ERISA/retirement products, relevant licenses, and strong organizational and communication skills. | 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? Sitting within the Wealth Management area of Equitable, Equitable Advisors is committed to making a difference in the lives of clients. Across the U.S., financial professionals operating under the Equitable Advisors brand engage with individual clients to build relationships focused on helping individuals achieve meaningful financial wellness. In this role, you will join an exciting and growing team of dedicated professionals that focus on Equitable Advisors platform of third-party investment products, advisory solutions, insurance products and retirement plan business. Responsibilities of the Product Manager include, but are not limited to: Maintaining a strong understanding of ERISA/retirement plan product offerings including 401k, 403(b)(7), SEP, Simple IRA plans and other retirement related markets. Possessing a general understanding of overall Broker/Dealer investment and insurance products. Performing due diligence reviews of new and existing third-party retirement plan products and recordkeeping firms. Supporting advisors, internal teams, legal/compliance as a subject matter expert in ERISA and retirement plan business. Support our in-house 3(21) & 3(38) ERISA Fiduciary program. Creating and reviewing reports related to product lines. Understanding and contributing to certain written supervisory procedures (WSPs). Supporting and contributing to various projects and initiatives. Participating in the planning and execution of firm advisor conferences. Reviewing communications and marketing material in relation to various products lines and initiatives. Managing and organizing several administrative tasks associated with the role. Supporting relationships with our sponsor partners, including sales tracking, reporting and marketing functions. Managing relationships with multiple third party recordkeeping partners. Identify opportunities to increase the sales with Equitable Advisors retail channel. Additional ad-hoc projects and BAU tasks as assigned by your leader. The base salary range for this position is $80,000-$100,000. 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 Required Qualifications: 3+ years of work experience related to the Product Manager responsibilities with ERISA/Retirement Plan products. Series 7, Series 66 OR Series 63 and 65. Series 24 required or must obtain within 6 months of employment. Demonstrated knowledge of ERISA/Retirement Plan products and related regulations. Microsoft Office skills specifically Word, Excel and PowerPoint. Preferred Qualifications: Having intellectual curiosity and commitment to expanding knowledge of various products and industry. Proven organizational skills and the ability to manage multiple deadlines. Effective verbal and written communication skills. Skills: Business Acumen: Knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations. 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. 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. Products and Services: Knowledge of major products and services and product and service groups; ability to apply knowledge of product and service appropriately to diverse situations. Project Management: Knowledge of effective project management strategies and tactics; ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources to achieve project objectives. Teamwork: Knowledge of the necessity and value of teamwork; experience with; ability to work cooperatively towards shared goals and being supportive of others at all levels. 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. 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.

Develop and manage relationships with financial advisors, promote annuity products, and meet sales targets within the Los Angeles market. | Requires FINRA Series 6 or 7, Series 63, and CA insurance licenses, with 2+ years of direct sales experience in financial products. | 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 dynamic and experienced External Wholesaler to join our Individual Retirement team supporting Annuities. This role will support the growing market of Northern Los Angeles, CA and have up to 95%25 travel within the territory to support business needs. What We Are Looking For Responsibilities · Develop and manage consultative relationships with existing Third Party advisors. · Assess and identify the needs of advisor clients in order to promote new products. · Develop new producers while retaining existing producers to grow market share in excess of 15%25. · Educate and train advisors on Annuity products. · Champion for headquarters marketing campaigns at local client level. · Develop new relationships. Responsible for territory management. · Utilize internal sales desk for enhanced customer service. · Follow up on Internal Sales Desk leads. · Maintain sales goals. Candidate must be able to identify, create and implement annuity sales opportunities. · The candidate will be responsible for communication with Divisional Vice Presidents on an ongoing basis. The base salary for this position is $60,000. 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 What You Will Bring · FINRA Series 6 or 7 and Series 63 registrations · CA Resident State Life, Health and Variable Annuities Insurance license · Thorough knowledge of Variable Annuities and Mutual Funds · 2+ years direct sales experience Preferred · Experience selling annuities in Los Angeles, CA market · Bachelor's degree · CLU, ChFC and/or CFP · Exceptional communication/interpersonal skills · Highly Organized · Technically savvy with computer and MS Office products Skills Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization. Negotiating: Knowledge of successful negotiation concepts and techniques; ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative manner. Prospecting: Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market. Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers. Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion. 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. 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). 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. 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.

Develops and manages relationships with financial advisors to promote annuity products, aiming to grow market share and meet sales targets. | Requires FINRA Series 6 or 7, Series 63, state licenses for Life, Health, and Variable Annuities, and at least 2 years of direct sales or wholesaling experience. | Regional Vice President External Wholesaler, Eastern TN (Remote+Travel) (250000OK) Primary Location : UNITED STATES-TN Other Locations : UNITED STATES-Remote Organization : Equitable Schedule : Full-time 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 dynamic and experienced Regional Vice President Annuities (External Wholesaler) to join our Individual Retirement team! This role is responsible for driving growth of Annuity sales through existing Independent, Bank and Wire house advisors in the assigned regions of Eastern Tennessee, North Carolina and South Carolina. This role will be based out of the Knoxville, TN area and work remotely from your home office with up to 95% travel within the territory. What We Are Looking For Responsibilities • Develop and manage consultative relationships with existing Third Party advisors. • Assess and identify the needs of advisor clients in order to promote new products. • Develop new producers while retaining existing producers to grow market share in excess of 15%. • Educate and train advisors on Annuity products. • Champion for headquarters marketing campaigns at local client level. • Develop new relationships. Responsible for territory management. • Utilize internal sales desk for enhanced customer service. • Follow up on Internal Sales Desk leads. • Maintain sales goals. Candidate must be able to identify, create and implement annuity sales opportunities. • The candidate will be responsible for communication with Divisional Vice Presidents on an ongoing basis. The base salary for this position is $60,000. 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 Qualifications What You Will Bring Required • FINRA Series 6 or 7 and Series 63 registrations • Resident State Life, Health and Variable Annuities Insurance license • Thorough knowledge of Variable Annuities and Mutual Funds • 2+ years direct sales or wholesaling experience Preferred • Experience selling annuities in Eastern Tennessee, North Carolina and South Carolina markets • Bachelor's degree • CLU, ChFC and/or CFP • Exceptional communication/interpersonal skills • Highly Organized • Technically savvy with computer and MS Office products Skills Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization. Negotiating: Knowledge of successful negotiation concepts and techniques; ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative manner. Prospecting: Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market. Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers. Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion. 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. 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). 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. 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.

Develop and manage relationships with financial advisors to promote annuity products, identify sales opportunities, and meet sales targets. | Requires FINRA Series 6 or 7, Series 63, state licenses, 2+ years of direct sales or wholesaling experience, and knowledge of annuities and mutual funds. | 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 dynamic and experienced Regional Vice President Annuities (External Wholesaler) to join our Individual Retirement team! This role is responsible for driving growth of Annuity sales through existing Independent, Bank and Wire house advisors in the assigned regions of East Tennessee, North Carolina and South Carolina. This role will be based out of Knoxville, TN and work remotely from your home office with up to 95%25 travel within the territory. What We Are Looking For Responsibilities · Develop and manage consultative relationships with existing Third Party advisors. · Assess and identify the needs of advisor clients in order to promote new products. · Develop new producers while retaining existing producers to grow market share in excess of 15%25. · Educate and train advisors on Annuity products. · Champion for headquarters marketing campaigns at local client level. · Develop new relationships. Responsible for territory management. · Utilize internal sales desk for enhanced customer service. · Follow up on Internal Sales Desk leads. · Maintain sales goals. Candidate must be able to identify, create and implement annuity sales opportunities. · The candidate will be responsible for communication with Divisional Vice Presidents on an ongoing basis. The base salary for this position is $60,000. 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 What You Will Bring Required · FINRA Series 6 or 7 and Series 63 registrations · Resident State Life, Health and Variable Annuities Insurance license · Thorough knowledge of Variable Annuities and Mutual Funds · 2+ years direct sales or wholesaling experience Preferred · Experience selling annuities in East Tennessee, North Carolina and South Carolina markets · Bachelor's degree · CLU, ChFC and/or CFP · Exceptional communication/interpersonal skills · Highly Organized · Technically savvy with computer and MS Office products Skills Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization. Negotiating: Knowledge of successful negotiation concepts and techniques; ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative manner. Prospecting: Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market. Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers. Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion. 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. 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). 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. 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.

Leading operational initiatives and scaling business units to drive growth and efficiency. | Extensive leadership experience in operations, strong strategic and process skills, but lacks sales, financial licensing, and product knowledge required for the financial wholesaler role. | Note: The job is a remote job and is open to candidates in USA. Equitable is a company dedicated to helping clients secure their financial well-being. They are seeking a Regional Vice President External Wholesaler to drive growth of Annuity sales through existing advisors in East Tennessee, North Carolina, and South Carolina, requiring significant travel within the territory. Responsibilities • Develop and manage consultative relationships with existing Third Party advisors • Assess and identify the needs of advisor clients in order to promote new products • Develop new producers while retaining existing producers to grow market share in excess of 15% • Educate and train advisors on Annuity products • Champion for headquarters marketing campaigns at local client level • Develop new relationships. Responsible for territory management • Utilize internal sales desk for enhanced customer service • Follow up on Internal Sales Desk leads • Maintain sales goals. Candidate must be able to identify, create and implement annuity sales opportunities • The candidate will be responsible for communication with Divisional Vice Presidents on an ongoing basis Skills • FINRA Series 6 or 7 and Series 63 registrations • Resident State Life, Health and Variable Annuities Insurance license • Thorough knowledge of Variable Annuities and Mutual Funds • 2+ years direct sales or wholesaling experience • Experience selling annuities in East Tennessee, North Carolina and South Carolina markets • Bachelor's degree • CLU, ChFC and/or CFP • Exceptional communication/interpersonal skills • Highly Organized • Technically savvy with computer and MS Office products 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 https://equitable.com/.

Conduct quality audits of client implementation processes, analyze data trends, provide feedback to leadership, and maintain audit programs ensuring compliance and efficiency. | Requires 2+ years experience in group employee benefits, insurance operations, account management or quality audit, strong attention to detail, critical thinking, communication, and collaboration skills. | Employee Benefits- Client Implementation Quality Auditor (250000HW) Primary Location : UNITED STATES-NC-Charlotte Other Locations : UNITED STATES-Remote Organization : Equitable Schedule : Full-time 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? Incumbent will serve as the primary quality auditor for key areas around the group and member level implementation processes. Incumbent will drive a positive experience for the timely and accurate implementation of each client through collaboration leaders within implementation. Incumbent will focus on quality audits, data analysis and roll up as well as frequent review of best known practices to assure audit efficiencies are met. Incumbent will assist with the development and refinement of the end-to-end implementation process. Responsibilities • Ensure Accuracy and compliance of operations specifically relating to the Implementation process • Provide feedback on missed parameters to auditee’s • Track trends and provide feedback to Leaders • Consistently be reviewing/determining if parameters should be changed to better meet the needs of the team/company • Monthly Rollups of SLAS and Quality sent to leadership • Weekly rollups sent to IEM/IR and Leader every Friday of audits completed that week. • Ensure proper protocols and SOP’s are followed. • Maintain, Update and Change the audit program based on new criteria/parameters developed through change of processes or development of new processes. • Collaboration- Work closely with Implementation Leadership to develop new criteria or updated criteria for audits as well as letting the managers know when auditee’s could have potential coaching opportunities. • SOX compliance related data gathering The base salary range for this position is $47,000 - $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 Qualifications Required Qualifications • BS/BA degree or equivalent work experience • 2+ years of experience in Group Employee Benefits, Insurance Operations, Account Management or Quality Audit Experience • Time Management • Attention to Detail- Auditor must be willing to dive into the details a be meticulous in their examination of the cases Organized • Critical Thinking- Auditor must be able to examine, assess and effectively communicate the results of their findings. • Communication and Collaboration- The auditor role works closely with Implementation management to assess and communicate issues with audits as well as developing the audit program. • Confidential/Integrity- The auditor must always be confidential as they are providing feedback to the employee and management. • Objectivity- Auditors must maintain unbiased or impartial perspectives. • Self-Starter- The auditor must be someone who doesn’t need a lot of encouragement to complete their work, this should be someone that has a daily/weekly plan. Work Hours: 8 Hour shift to be worked between 8AM-7PM EST (as to be determined by your leadership) Preferred Qualifications • SalesForce experience is a plus 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. 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. Internal Controls: Knowledge of concept, methods, and processes of internal control; ability to create, implement, evaluate and enhance processes in internal controls. Knowledge of Organization: Knowledge of the organization's vision, structure, culture, philosophy, operating principles, values, and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance. 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 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.

The Lead Reinsurance Treaty Analyst will analyze complex reinsurance initiatives and support reinsurance strategy across various projects. Responsibilities include using business process design tools to clarify reinsurance problems and providing subject matter expertise for reinsurance data. | Candidates should have over 3 years of experience in life and/or annuity insurance and reinsurance, along with data analytics experience. Project management experience and proficiency in data analysis tools like Excel and SQL are also required. | 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? The Lead Reinsurance Treaty Analyst is an expert in analysis for complex reinsurance initiatives including impact analysis, current and future state process flows and expertise on assumed and ceded reinsurance strategies and functions. This role will support Reinsurance strategy across an assigned portfolio of reinsurance projects and transactions by gathering and analyzing data throughout all stages of a project—from ideation through implementation and testing. Responsibilities include, but are not limited to: Use business process design tools, including process maps and flow charts, to clarify reinsurance problems, goals and requirements to various Reinsurance stakeholders. Provide extensive subject matter expertise to support our enterprise strategy for reinsurance data. Supports an agile project management framework to prioritize and pace projects with a cross-functional team. Location: This team member can work in the Syracuse, NY; New York, NY or Charlotte, NC offices on a hybrid schedule of being in office 2-3 days per week OR work fully remote. The base salary range for this position is $100,000 - $140,000. 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 Required Qualifications: 3+ years experience in life and/or annuity insurance and reinsurance 3+ years experience with data analytics Project management experience, including agile and/or waterfall methodologies Business process design, requirements analysis, process mapping and flowcharting Data analysis tools including hands on experience with Excel and SQL Preferred Qualifications: PMP Certification Financial analysis experience Ability to work in Python and Microsoft Access Skills Agile Project Management: Knowledge of effective agile project management strategies and tactics; ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources to achieve project objectives. Business Data Analysis: Knowledge of business data analysis; ability to collect, identify, analyze and interpret business data using various kinds of techniques to meet business needs and requirements. 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. Data Gathering and Analysis: Knowledge of data gathering and analysis tools, techniques and processes; ability to gather and analyze data on the learning needs of a target population. Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment. Requirements Analysis: Knowledge of tools, methods, and techniques of requirement analysis; ability to elicit, analyze and record required business functionality and non-functionality requirements to ensure the success of a system or software development project. Storytelling: Knowledge of concepts and ability to plan, create and present business proposals, initiatives and ideas by storytelling actual business scenarios that are situation-specific, engaging, memorable and persuasive as compared to one-way, fact-based presentations. Technical Writing/Documentation: Knowledge of technical writing; ability to write technical documents such as manuals, reports, guidelines or documents on standards, processes and applications. User Acceptance Testing (UAT): Knowledge of UAT activities, tasks, tools and techniques; ability to design, implement and evaluate acceptance tests for end-users. Design Thinking: Knowledge of concepts, principles, and processes of design thinking; ability to utilize the knowledge in designing new products and services and even improving organizational operation. 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. 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.

Drive growth of 401(k) and governmental 457(b) sales in the Northwest Territory by developing sales pipeline, managing sales activities, and collaborating with leadership while working remotely and traveling extensively. | 7+ years of 401(k)/457(b) wholesaling experience in the Pacific Northwest, securities registrations (Series 6/7 and 63), Life & Health Insurance licenses in OR, WA, and AK, and strong sales and communication skills. | 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? Equitable is looking for a dynamic Group Retirement Regional Vice President to support the Northwest Territory. The Regional Vice President (RVP) is responsible for driving growth of 401(k) and governmental 457(b) sales through both Equitable Advisors (retail), 3rd party financial advisors in the Pacific Northwest territory focused on the states of Washington, Oregon, and Alaska. Key Job Responsibilities Primary responsibilities include: • Developing sales pipeline, generating activities to drive proposal development and point of sale meetings to attain assigned goal. • Leverage internal sales desk to grow in assigned region and follow up on sales desk leads. • The candidate will be responsible for communicating with Divisional Vice President (DVP) and Player Coach on an ongoing basis regarding territory sales activities and sales goal attainment. • You will work remotely from your home office and travel up to 80% as needed. The base salary for this position is $90,000. 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 Required Qualifications • 7+ years of 401(k)/457(b) wholesaling experience in the Western region, primarily in the Pacific Northwest (Washington, Oregon, & Alaska) • Thorough working knowledge of 401(k)/457(b), cash balance and managed account products • FINRA Series 6 or 7, and Series 63 Registrations • Life & Health Insurance Licenses in Oregon, Washington and Alaska Preferred Qualifications • Bachelor's degree • Professional Designations CLU, ChFC or CFP are viewed favorably • Exceptional communication/interpersonal skills with excellent 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. 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. Sales & Marketing: Knowledge of the strategies and operations for promoting the organization products, services and reputation; ability to develop and implement these strategies and operations. 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). 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. 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. Primary Location UNITED STATES-OR Other Locations UNITED STATES-Remote, UNITED STATES-WA Organization Equitable Schedule Full-time

Assist in designing and developing market research surveys, analyze qualitative and quantitative data, manage vendor relationships, and support cross-functional teams with data-driven insights. | MBA candidate or rising senior with knowledge of market research methodologies, statistical software, survey programming, advanced Excel skills, and strong communication and leadership abilities. | 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? Marketing Research Marketing plays a vital role in advancing Equitable’s business, brand, and mission: to help our clients secure their financial well-being so they can pursue long and fulfilling lives. Equitable’s marketing team is responsible for advertising & brand management, digital and multi-channel marketing, customer experience and strategy, experiential marketing, and marketing operations and technology, leveraging consumer insights. We are close partners and collaborators with our lines of business (retirement and protection solutions) implementing strategies and programs that advance our shared goals, as well as strategic leaders in cross-enterprise client and advisor engagement. We are seeking an ambitious talent to join the marketing research and insights team as in intern in the summer of 2026. MBA candidates and rising seniors looking to develop marketing insights and analytics skills outside of the classrooms are urged to apply. The ideal internship candidate will have relevant coursework, internship(s), and interest in marketing research, insights or analytics. This position will work closely with members of the marketing research and Insights team, along with cross-functional business partners. The Market Research and Insights intern will use their educational background in marketing to assist the company while also learning and gaining experience on-the-job. The Market Research Intern will assist the team across a variety of insights & analytics tasks, which includes, but not limited to: Help design and develop market research surveys in support of internal clients' strategic priorities and business decisions Assists with research initiatives including both qualitative & quantitative from both primary and secondary sources Programs surveys for department run projects using in-house survey development tool Analyzes research data for specific projects and use cases, with an eye to uncover insights that can drive the business Skilled with requirement gathering and documentation of requirement specification for reporting and research efforts Assists managing vendor relationships via effective communications and managing a project via its lifecycle adhering to a timeline and budget Data processing and reporting using PowerPoint Supports cross functional teams by developing data driven insights and recommendations INTERNSHIP DETAILS Dates: Nine week program starting in early June 2026 Location: Remote Hourly Rate: $22/hour MBA candidate or rising senior in a Bachelor’s degree program Knowledge of market research methodologies Working knowledge of statistical analytics software, such as Q software or SPSS Knowledge of survey programming, particularly Qualtrics Advanced in Microsoft Excel Ability to take direction and absorb information quickly in a fast-moving environment Self-starter with leadership and interpersonal skills Ability to manage time and work effectively in a virtual work setting Ability to work during the full 9-week program COMPETENCIES AND SKILLS Accountability: Understanding the importance of taking personal responsibility; ability to take personal responsibility for assignments, decisions and results, and focus on activities that have the greatest impact on meeting work commitments. 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. Data Gathering and Analysis: Knowledge of data gathering and analysis tools, techniques and processes; ability to gather and analyze data on the learning needs of a target population. 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. Market Research: Knowledge of market research; ability to collect, collate and analyze information about existing or potential markets and market needs. 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. Storytelling: Knowledge of concepts and ability to plan, create and present business proposals, initiatives and ideas by storytelling actual business scenarios that are situation-specific, engaging, memorable and persuasive as compared to one-way, fact-based presentations. 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. 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.

Build and nurture client relationships while developing personalized financial strategies. Consult on financial products and services tailored to clients' unique situations. | A bachelor's degree or equivalent experience is required, along with necessary licensing. Candidates should possess excellent communication skills and an entrepreneurial mindset. | Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, ​​Equitable​ Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations Location: In-office presence required Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience Education: Bachelor's degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $32,400 annually. Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Build and nurture client relationships while developing personalized financial strategies. Consult on financial products and services tailored to clients' unique situations. | A bachelor's degree or equivalent experience is required, along with necessary licensing. Candidates should possess excellent communication skills and an entrepreneurial mindset. | Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, ​​Equitable​ Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations Location: In-office presence required Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience Education: Bachelor's degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $32,400 annually. Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Build and nurture client relationships while developing personalized financial strategies. Discuss financial products and services tailored to clients' unique situations. | A bachelor's degree or equivalent experience is required along with necessary licensing. Candidates should possess excellent communication skills and an entrepreneurial mindset. | Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, ​​Equitable​ Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations Location: In-office presence required Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience Education: Bachelor's degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $32,400 annually. Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Build and nurture client relationships through networking events and portfolio management while ensuring consistent communication and progress tracking. Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance. | A bachelor's degree or equivalent skills and work experience is required, along with necessary licensing such as State Life & Health, SIE, Series 7, and Series 66. Candidates should possess excellent interpersonal and communication abilities, an entrepreneurial spirit, and a desire to positively impact others' lives. | Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, ​​Equitable​ Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations Location: In-office presence required Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience Education: Bachelor's degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $32,400 annually. Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)