Sales Desk Operations Support (Remote)

Sales Desk Operations Support (Remote)

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?

The Sales Desk Operations Support role will provide telephone and Internet-based support for internal and external clients on Equitable's current and past suite of Insurance Products.

Responsibilities include but not limited to:

• Primary contact for EDL sales force personnel.
• Provide direct support for inquiries pertaining to Individual Retirement inforce and new business products.
• The purpose of the Sales Desk Operations Support (SDOS) analyst is to maintain a streamlined process for the review of paperwork, processes, procedures, and resolution of complex service-related inquiries, handled within established service level agreements (SLAs).
• Must be able to answer a high volume of service-related questions in a fast-paced environment while managing workflow via Click-To-Chat and the EDL SalesCenter tool.

This is a remote position.

#LI-REMOTE

Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.

Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.

Listening: Knowledge of effective listening issues and techniques; ability to gather, clarify, and apply information transmitted verbally, while exhibiting a genuine interest toward the speaker.

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.

Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.

Telephone-Based Customer Servicing: Knowledge of customer service delivered via telephone; ability to deal with handling customer inquiries and responses received by telephone.

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.

Other Qualifications:

• 1-2 years of call center and/or customer service experience
• 1-2 years of experience and knowledge of product features
• The SDOS analyst has a strong knowledge of all Individual Retirement products and administrative systems (ie. nBA, cSA, AWD & eApp).
• Demonstrated decision-making & problem solving skills.
• Abiliy to handle all inquiries with tact and poise, while conveying a sense of understanding and urgency.
• Proven ability to work autonomously, while being a part of a cohesive team.
• Ability to be flexible in assiting other business areas when needed.
  

ABOUT EQUITABLE

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.

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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.