Equitable is a company committed to helping clients secure their financial well-being. The New Business Manager will provide support for New Business processes for Greater New York/Connecticut Advisors, train new advisors, and coordinate with service centers to facilitate new business support.
Responsibilities
- Provide New Business Support for Greater New York/Connecticut Advisors
- Train New Advisors on New Business Processes
- Coordinate with Service Centers to Facilitate New Business support / response
- Build and maintain key-person relationships with Service Center Staff to expedite New Business review and issue
- Willingness and ability to travel occasionally to other offices throughout the NY tri-State Area
Skills
- 1-2 years Experience in Financial Services new business processing
- Proven experience building relationship within an organization
- Proactive approach to New Business process training
- Ability to learn and adapt to changing processes
- Ability to manage multiple projects
- 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
- 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
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/.Company H1B Sponsorship
Equitable has a track record of offering H1B sponsorships, with 31 in 2025, 18 in 2024, 26 in 2023, 37 in 2022, 20 in 2021, 12 in 2020. Please note that this does not guarantee sponsorship for this specific role.
Apply Now