Transform your career as a Sales Operations Specialist with Equitable in a remote setting. Drive advisor engagement, loyalty, and enhance sales performance with your analytical expertise.
Equitable seeks a detail-oriented Sales Operations Specialist to support the Insurance Distribution team. In this key role, you will partner with Sales Directors and senior leadership to manage critical operations and reporting. Your responsibilities will include month-end execution, advisor recognition programs, and stakeholder coordination, all focused on identifying efficiency improvements.
Key Responsibilities:
• Manage the Month-End Escalation process and stakeholder communication
• Maintain and enhance escalation procedures with trend analysis
• Execute and report on Advisor Reward & Recognition programs
• Develop dashboards to support advisor performance insights
• Coordinate WFG events and logistics effectively
Requirements:
• Experience in sales administration or op...