Nexstep Financial Group
Nexstep Financial Group offers risk management, asset allocation, financial consulting, life insurance and estate planning services.
- Open roles
- 363
Job facts
- Location
- UNITED STATES-Remote
- Workplace
- remote
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Growth and Execution Support Coordinator (REMOTE)
at Nexstep Financial Group
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.
Equitable is seeking a detail-oriented and proactive professional to join our team as the Growth and Execution Support Coordinator. This role is vital in supporting our distribution leadership team and ensuring seamless execution of external relationship-building activities. The ideal candidate will excel in logistics, data management, and articulation of our value proposition.
What You’ll Be Doing
Meetings & Relationship Management
· Coordinate logistics for Employee Benefits Sales Distribution Leadership Meetings, including scheduling, data preparation, and presentation development.
· Serve as the primary organizer for regularly scheduled national brokers meeting by creating templates, gathering relevant data, and organizing content.
· 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.
Reporting & Broker Agreements
· Prepare monthly and quarterly broker/general agency reports to ensure timely, accurate, and consistent communication.
· Oversee the annual tracking and delivery of broker agreements, ensuring proper signoff and compliance.
· Monitor and track third-party distribution partnership financials.
Support Services
· Be the point of contact for enrollment microsite creation.
· Maintain, manage, and communicate national broker rate cards and programs.
· Maintain broker profiles, enrollment profiles, and technology profiles to ensure accurate and comprehensive documentation.
· Act as a backup resource for responding to Requests for Information (RFIs) and completing questionnaires.
· Other duties as assigned.
This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer‑focused service during our core hours (8:30 AM–5:30 PM EST). Periodic office visits may be requested based on business needs.
The base salary range for this position is $75,000 to $85,000. 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 reference the link below.
Equitable Pay and Benefits : Equitable Total Rewards Program