Branch Support Analyst - Licensing & Controls (HYBRID)

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 looking for a dynamic Branch Support Analyst - Licensing & Controls to join our team!

What You’ll Be Doing

• Provide high level customer service support for the assigned Branches and maintain field force Contract, Licensing and Registration records.
• Function as an information resource and quality control.
• Under general supervision, enter, update and maintain all records regarding new hire processing, individual licensing and registration needs.
• Review and process the initial FINRA form U4s, Departments of Insurance License/Appointment applications, Appointment renewals and Contracting updates for candidates.
• Update and maintain candidate records using external and internal systems and applications.

This position offers a hybrid work schedule, with an on-site presence of 2-3 days per week combining flexibility with team collaboration.

Do you have experience in Word processing?, Do you have a Bachelor’s degree?, * Excellent communication skills

• Strong work ethic, reliable and innovative
• Ability to manage multiple tasks while meeting strict deadlines and able to prioritize in a fast paced, high-pressure environment
• Great organizational skills
• Good team player and willing to learn additional support functions, as needed
• Proficient knowledge of word processing and spreadsheet applications

Preferred Qualifications

• Knowledge of SEC, FINRA and State Insurance licensing
• Bachelor’s degree
• 1+ years experience in Finance or Insurance industry

Skills

Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.

Customer Service Management: Knowledge of customer service priorities and ability to utilize tools and techniques for maintaining an environment where all understand, and are committed to providing excellent service to internal and external customers.

Data Entry Management: Knowledge of data entry management; ability to manage data entry and report the results during daily work.

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.

Insurance Legal and Regulatory Environment: Knowledge of federal, state and local laws and regulations; ability to comply with these laws and regulations in insurance industry practices and activities.

3.33.3 out of 5 stars Charlotte, NC Hybrid work $42,000 - $50,000 a year - Full-time, Pulled from the full job description

• Health insurance
• Paid time off
• Vision insurance
• Dental insurance
• Internal mobility program, The base salary range for this position is $42,000-$50,000. 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.

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.