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Job Description & How to Apply Below
Elevate your career with Equitable as an Associate Group Account Executive, working remotely to support Group Account Executives and manage key client relationships. This role focuses on developing essential skills in proposals, renewals, and the group benefits lifecycle.
In this permanent, full-time position, you'll collaborate with advisors, clients, and underwriting teams to ensure seamless transitions from quotes to renewals. With over two years of experience in sales or financial services, you will utilize your strong organizational skills, attention to detail, and excellent communication abilities to manage multiple priorities effectively.
Key Responsibilities:
• Support new business qualification and lead management
• Coordinate and prepare proposals with timely documentation
• Facilitate the quote process with internal teams
• Prepare proposal materials for sales support
• Monitor renewal timelines and support plan changes
Requirements:
• 2+ years in sales, service, or financial services
• Strong organizational and time management skills
• Exceptional attention to detail in deliverables
• Excellent verbal and written communication skills
• Proactive mindset with problem-solving abilities
Step into this role and develop the foundations for a successful career in group benefits and sales at Equitable.
Position Requirements
10+ Years
work experience
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