New Business Manager​/New Business Coordinator

Overview

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.

• This role will administer company policies at the local level and act as Field Liaison for the Region / Headquarters.
• Develop and implement efficient procedures throughout the Complex in partnership with COO and COM.
• Facilitate communications within Complex, support day-to-day Branch Operations, and interface with the VPs with issues of performance, workflow, and operating procedures.
• Run and monitor monthly reports in support of FPs to help track budgets, growth, development and various Associate recognition and qualification metrics.
• Responsible for complex reporting and new business and commissions inquiries and training.
• Support HQ initiatives that help develop, improve, or eliminate processes in order to create value and more effective and efficient support to the field.
• Act as a resource by sharing time and expertise to assist in the development of new programs.

The base salary range for this position is $86,000 - $90,000. 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

• 3+ years financial services experience or related business experience
• Expertise with Microsoft office tools
• Experience in or knowledge of insurance, securities, or financial services
• Good judgement and decision-making skills
• Understands need for confidentiality at all work levels

• Coaching Others: Knowledge of coaching and mentoring concepts and methods; ability to encourage, motivate, and guide individuals in learning and improving effectiveness.
• Continuous Learning: Understanding of the rationale behind the necessity to continually learn and grow and the ability to seek performance feedback and identify approaches to improve own performance and that of others.
• 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.
• Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.

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  or email us at Ta

Primary Location
UNITED STATES-MI-Troy

Other Locations
UNITED STATES-IL-Deerfield, UNITED STATES-IL-Oak brook

Organization
Equitable

Schedule
Full-time