Equitable

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.

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