Learning %26 Development New Business Training (Remote within Region)
Location: Chicago, Illinois
Internal Number: 2200004Z
Learning & Development New Business Training (Remote within Region) (2200004Z)
Primary Location : UNITED STATES-IL-Chicago
Other Locations : UNITED STATES-MN-Minneapolis, UNITED STATES-IL-Springfield, UNITED STATES-MI-Troy, UNITED STATES-MI-Grand Rapids, UNITED STATES-WI-Milwaukee
Organization : Equitable
Schedule : Full-time
At Equitable, our power is in our people.
We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
We are currently seeking a dynamic, high-energy individual to help build new business opportunities for Equitable. You will be partnering with Equitable's Financial Advisors in developing creative measures to not only increase customer portfolio but also will retain our current customers.
Responsibilities include but not limited to:
Administering New Business Training
Proactively partner with compliance and licensing partners on best practices when reviewing new business
Prepare and maintain new business resources for Advisors
This role can be remote within the region which includes Illinois, Minnesota, Michigan or Wisconsin
Business Analytics: Knowledge of technologies, techniques and practices for the evaluation of business performance data; ability to analyze business performance using advanced statistical methods to predict trends and providing forecasts that drive business decisions and business planning.
Data Gathering and Reporting: Knowledge of tools, techniques and processes for gathering and reporting data; ability to practice them in a particular department or division of a company.
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.
Project Administration: Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects.
Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.
Bachelor Degree preferred but not required
3+ years of experience in financial services
Ability to travel between branches
Expertise with Microsoft Office tools (Outlook, Word, Excel)
Experience in or knowledge of insurance, securities, or financial services providers helpful
Displays good judgment and decision-making skills
Understands the need for confidentiality at all levels of work
At Equitable, we're a team of over ten thousand strong; 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.
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 TalentAcquisition@equitable.com .