Growth and Execution Support Coordinator

🕒 May 21

🇺🇸 United States – Remote

💵 $75k - $85k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

📈 Growth Marketing

🦅 H1B Visa Sponsor

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Equitable

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

💸 Finance

💳 Fintech

⚕️ Healthcare Insurance

Finance • Fintech • Healthcare Insurance

Equitable is a financial services company with over 160 years of experience, focused on providing individuals and employers with a range of products and solutions for financial planning, retirement planning, and employee benefits. They offer services like life insurance, annuities, and workplace retirement plans, aiming to support clients in achieving their financial well-being and long-term goals. Through their dedicated advisors and online resources, Equitable strives to make financial services accessible and insightful for all its clients.

📋 Description

• Coordinate logistics for Employee Benefits Sales Distribution Leadership Meetings • Serve as the primary organizer for regularly scheduled national brokers meeting • 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 • Prepare monthly and quarterly broker/general agency reports • Oversee the annual tracking and delivery of broker agreements • Monitor and track third-party distribution partnership financials • Be the point of contact for enrollment microsite creation • Maintain and communicate national broker rate cards and programs • Maintain broker profiles and technology profiles • Act as a backup resource for responding to Requests for Information (RFIs)

🎯 Requirements

• 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

🏖️ Benefits

• Medical • Dental • Vision • 401(k) plan • Paid time off