Equitable is a company committed to helping clients secure their financial well-being. They are seeking a Branch Support Analyst - Licensing & Controls to provide high-level customer service support, maintain licensing records, and ensure quality control for their assigned branches.

Responsibilities

• 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

Skills

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

Benefits

• Base salary increases
• Spot bonuses
• Short-term incentive compensation opportunities
• Medical
• Dental
• Vision
• A 401(k) plan
• Paid time off

Company Overview