If you’re good at catching missing details, cleaning up paperwork, and keeping people calm while you move a process forward, this is your lane. You’ll be the go-between for financial professionals submitting new applications, making sure everything is complete, accurate, and compliant before it moves ahead.
About Equitable
Equitable helps clients protect their financial well-being through financial tools and insurance products, with a long-standing mission dating back to 1859.
Schedule
- Full-time, remote (U.S.)
- Core hours: Monday–Friday, 8:30am–5:00pm
- Periodic office visits may be requested based on business needs
What You’ll Do
- Manage a personal caseload and resolve errors/omissions within department guidelines
- Handle work items plus inbound/outbound calls, emails, and faxes with financial professionals
- Serve as the primary point of contact for agents, brokers, wholesalers, and internal partners submitting new applications
- Review applications and fund transfer documents to ensure client information is complete and meets regulatory standards
- Respond to inquiries about financial and insurance products in a professional, customer-focused way
What You Need
- College degree
- 1+ year of call center experience
- Strong listening skills and attention to detail
- Ability to explain complex concepts clearly and simply
- Planning/organizing skills to manage a steady caseload
- Comfort working cross-functionally and building solid relationships
- Customer service experience delivered by phone
Benefits
- Base salary range: $48,000–$55,000 (varies by skills, experience, and location)
- Performance-related compensation opportunities may include salary increases, spot bonuses, and short-term incentives (eligibility depends on role/level)
- Medical, dental, vision
- 401(k)
- Paid time off
If you want a stable remote role where being thorough actually matters, this one’s worth a serious look.
Happy Hunting,
~Two Chicks…