Job Description
About the Role
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.
Equitable is seeking a detail-oriented and proactive professional to join our team as the Growth and Execution Support Coordinator. This role is vital in supporting our distribution leadership team and ensuring seamless execution of external relationship-building activities. The ideal candidate will excel in logistics, data management, and articulation of our value proposition.
What You’ll Be Doing
Meetings & Relationship Management
· Coordinate logistics for Employee Benefits Sales Distribution Leadership Meetings, including scheduling, data preparation, and presentation development.
· Serve as the primary organizer for regularly scheduled national brokers meeting by creating templates, gathering relevant data, and organizing content.
· Support in the delivery/communication of marketing material to our national broker contacts.
· Assist in managing specialty market relationships.
· Developing broker sales insights to help drive growth.
Reporting & Broker Agreements
· Prepare monthly and quarterly broker/general agency reports to ensure timely, accurate, and consistent communication.
· Oversee the annual tracking and delivery of broker agreements, ensuring proper signoff and compliance.
· Monitor and track third-party distribution partnership financials.
Support Services
· Be the point of contact for enrollment microsite creation.
· Maintain, manage, and communicate national broker rate cards and programs.
· Maintain broker profiles, enrollment profiles, and technology profiles to ensure accurate and comprehensive documentation.
· Act as a backup resource for responding to Requests for Information (RFIs) and completing questionnaires.
· Other duties as assigned.
This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer‑focused service during our core hours (8:30 AM–5:30 PM EST). Periodic office visits may be requested based on business needs.
The base salary range for this position is $75,000 to $85,000. 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
What You Will Bring
Required Qualifications
Bachelor’s or equivalent experience
3+ years professional work experience within Financial Services or similar industry
2+ years experience within Employee Benefits/Insurance Industry and familiarity with group insurance product
Highly proficient with data management and reporting including preparing reports, synthesizing data, and ensuring accuracy across monthly/quarterly deliverables
Build presentations, managing meeting preparation/materials for all audiences up to Senior Leadership
Proficient with Microsoft Office Suite and ability to create pivot tables in Excel
Preferred Qualifications
Experience with CRM systems and/or internal data platforms, Salesforce desired
Exceptional organizational and project management skills
Analytical mindset and ability to interpret data and identify trends to support growth and strategic decision-making.
Hands-on and adaptable with a willingness to take on a wide range of tasks to support team success and ensure priorities are executed effectively.
Demonstrated ability to manage multiple priorities, coordinate logistics, and meet deadlines with high attention to detail.
Skills
Business Data Analysis: Knowledge of business data analysis; ability to collect, identify, analyze and interpret business data using various kinds of techniques to meet business needs and requirements.
Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.
Data Analysis Tools: Knowledge of key uses and benefits of data analysis tools; ability to utilize data analysis tools to identify factors influencing business performance and to gain greater insight into trends within a business, industry and customer base.
Industry Knowledge: Knowledge of the organization's industry group, trends, directions, major issues, regulatory considerations, and trendsetters; ability to apply industry knowledge appropriately to diverse situations.
Storytelling: Knowledge of concepts and ability to plan, create and present business proposals, initiatives and ideas by storytelling actual business scenarios that are situation-specific, engaging, memorable and persuasive as compared to one-way, fact-based presentations.
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 [email protected].