%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cstrong%3EAbout the Role%3C/strong%3E%3C/span%3E%3C/p%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan style=%22mso-bidi-language:EN-US;%22%3EAt Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission%26nbsp;we’ve%26nbsp;honed since 1859. %26nbsp;%3C/span%3E%3C/span%3E%3C/p%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan style=%22mso-spacerun:yes;%22%3EThere is an immediate opening for an Administrative Sales Assistant in our New York Metro team to support a client centered financial advisory group that markets insurance and investment products. The individual will assist and support a team of 3-4 partners. This individual will work closely with the internal sales team in an administrative capacity assisting with the development and maintenance of business in conjunction with the financial advisor team. The ultimate goals will be to grow the practice, provide exceptional client service and meet the practice’s annual production goals.%3C/span%3E%3C/span%3E%3C/p%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%26nbsp;%3Cstrong%3EWhat You’ll Be Doing%3C/strong%3E%3C/span%3E%3C/p%3E%3Cul%3E%3Cli%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EHave a working knowledge of Investment products. Knowledge of Life Insurance and Annuities products is a plus.%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EOrganize and maintain client E-filing systems%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EAssist in establishing and maintaining “ideal client experience” for A %26amp; B clients%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EBe the clearing point for all mail and initial service contacts – respond to non A %26amp; B clients (C%26amp;D clients).%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3ETrack all open applications through issue and delivery and assist partners in resolving open requirements during application process%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EPrepare pre-case material in anticipation of client meetings%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3ESchedule, confirm/cancel appointments, send other appropriate correspondence and continually communicate %26amp; follow-up with financial advisors/partners%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EPrepare pre-arranged reports on scheduled basis, e.g. upcoming birthdays, holiday card lists, annual reviews, client appreciation events, etc.%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EPromote firm values throughout group%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EPrepare outgoing correspondence as needed%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EMonitor office supplies and maintain inventory of marketing materials%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EStandardize client review process and update necessary files%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EDevelop and administer marketing data base which includes client and prospect information, mailing lists, access to financial reports, etc.%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EProvide practice ideas and improvements to the partners%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3ECreate new business opportunities when communicating with and servicing clients%3C/span%3E%3C/li%3E%3C/ul%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22background-color:white;color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan style=%22mso-color-alt:windowtext;%22%3EThis position is an on-site role working in the NY Metro office to foster collaboration and connection.%3C/span%3E%3C/span%3E%3C/p%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EThe base salary for this position is %2465,000. 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 and spot bonuses. Eligibility for these programs depends on level and functional area of responsibility.%3C/span%3E%3C/p%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan class=%22TextRun SCXW57345875 BCX8 NormalTextRun%22 style=%22-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-variant-ligatures:none !important;line-height:18.3458px;margin:0px;padding:0px;user-select:text;%22 data-contrast=%22auto%22 xml:lang=%22EN-US%22 lang=%22EN-US%22 data-ccp-parastyle=%22No Spacing%22%3EFor 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 %3C/span%3E%3Cspan class=%22TextRun SCXW57345875 BCX8 NormalTextRun ContextualSpellingAndGrammarErrorV2Themed%22 style=%22-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;background-image:url(%26quot;data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI1IiBoZWlnaHQ9IjMiPjxnIGZpbGw9Im5vbmUiIGZpbGwtcnVsZT0iZXZlbm9kZCIgc3Ryb2tlPSIjMzVGIiBzdHJva2UtbGluZWNhcD0icm91bmQiPjxwYXRoIGQ9Ik0wIC41aDVNMCAyLjVoNSIvPjwvZz48L3N2Zz4=%26quot;);background-position:0px 100%;background-repeat:repeat-x;border-bottom:1px solid transparent;font-variant-ligatures:none !important;line-height:18.3458px;margin:0px;padding:0px;user-select:text;%22 data-contrast=%22auto%22 xml:lang=%22EN-US%22 lang=%22EN-US%22 data-ccp-parastyle=%22No Spacing%22%3Ereference%3C/span%3E%3Cspan class=%22TextRun SCXW57345875 BCX8 NormalTextRun%22 style=%22-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-variant-ligatures:none !important;line-height:18.3458px;margin:0px;padding:0px;user-select:text;%22 data-contrast=%22auto%22 xml:lang=%22EN-US%22 lang=%22EN-US%22 data-ccp-parastyle=%22No Spacing%22%3E the link below.%3C/span%3E%3Cspan class=%22EOP SCXW57345875 BCX8%22 style=%22-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;line-height:18.3458px;margin:0px;padding:0px;user-select:text;%22 data-ccp-props=%22{}%22%3E%26nbsp;%3C/span%3E%3C/span%3E%3C/p%3E%3Cp class=%22MsoNoSpacing%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan class=%22TextRun SCXW57345875 BCX8 NormalTextRun%22 style=%22-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-variant-ligatures:none !important;line-height:18.3458px;margin:0px;padding:0px;user-select:text;%22 data-contrast=%22auto%22 xml:lang=%22EN-US%22 lang=%22EN-US%22 data-ccp-parastyle=%22No Spacing%22%3EEquitable Pay and Benefits: %3C/span%3E%3C/span%3E%3Ca class=%22Hyperlink SCXW57345875 BCX8%22 style=%22-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;color:inherit;cursor:text;margin:0px;padding:0px;text-decoration:none;user-select:text;%22 href=%22https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2023013000001%22 target=%22_blank%22 rel=%22noreferrer noopener%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan class=%22TextRun Underlined SCXW57345875 BCX8 NormalTextRun%22 style=%22-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-variant-ligatures:none !important;line-height:18.3458px;margin:0px;padding:0px;user-select:text;%22 data-contrast=%22auto%22 xml:lang=%22EN-US%22 lang=%22EN-US%22 data-ccp-charstyle=%22Hyperlink%22%3E%3Cu%3EEquitable Total Rewards Program%3C/u%3E%3C/span%3E%3C/span%3E%3C/a%3E%3Ca href=%22https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2023013000001%22%3E%3Cspan style=%22color:black;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan class=%22TextRun SCXW57345875 BCX8 NormalTextRun%22 style=%22-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;font-variant-ligatures:none !important;line-height:18.3458px;margin:0px;padding:0px;user-select:text;%22 data-contrast=%22auto%22 xml:lang=%22EN-US%22 lang=%22EN-US%22 data-ccp-parastyle=%22No Spacing%22%3E%26nbsp;%3C/span%3E%3Cspan class=%22EOP SCXW57345875 BCX8%22 style=%22-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;line-height:18.3458px;margin:0px;padding:0px;user-select:text;%22 data-ccp-props=%22{}%22%3E%26nbsp;%3C/span%3E%3C/span%3E%3C/a%3E%3C/p%3E
What You Will Bring
Preferred Qualifications
Skills
Communication: Understanding of the importance of insightful listening and communicating and ability to provide information and messages in a way that produces clarity and impact.
Confidentiality: Knowledge of practices and policies governing disclosure of information about the organization, its business activities, and employees; ability to apply this knowledge appropriately to diverse situations.
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.
Project Administration: Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects.
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.
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.
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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.
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