Operations Associate- Annuities Premier Team

About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859.

We are seeking a highly motivated Operations Associate to join our Annuities Premier Group. This role offers a unique opportunity to serve as a key connector between our external wholesaling team and internal service partners, delivering a seamless, high-touch experience for our top financial advisors.

You will play a critical role in elevating the advisor experience by providing “white glove” support across both new business and service-related activities. This position is ideal for someone who thrives in a fast-paced environment, values precision and responsiveness, and is passionate about driving operational excellence while enabling sales growth.

This position offers a hybrid work schedule, with an on–site presence of 3 days per week combining flexibility with team collaboration.

What You’ll Be Doing

• Serve as the primary liaison between the external wholesaling team and internal service teams, ensuring effective communication and alignment

• Deliver a high-touch, “white glove” service experience to top financial advisors, strengthening relationships and enhancing overall satisfaction

• Manage new business submissions and in-force service requests with a strong focus on accuracy, timeliness, and follow-through

• Proactively identify and resolve issues to ensure a smooth and efficient process from submission through completion

• Partner closely with sales teams to streamline workflows and remove operational barriers, enabling greater focus on business development

• Help alleviate volume and pressure on the service center by taking ownership of priority cases and escalations

• Maintain strong responsiveness and professionalism, ensuring all inquiries are handled with urgency and care

• Identify opportunities for process improvement to enhance efficiency and elevate the advisor and client experience

The base salary range for this position is $48,000- $50,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please refer to the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program