Institutional Product Support Associate (HYBRID)
Equitable AdvisorsCharlotte, North Carolina, United States
Posted March 3, 2026
55000 - 65000 USD
Full Time
About the Company
At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
Job Description
The Institutional Product Support Associate will handle various types of telephone inquiries from retirement plan participants regarding their guaranteed retirement income product (annuity). The role will involve professionally handling inbound calls, providing clear and accurate education on product features, and accurately documenting caller details.
Requirements
- College degree or equivalent experience
- One year of customer service experience; call center experienced preferred
- Experience working in financial service preferred
- Excellent verbal and written communication skills
- Series 6, Series 63 and life licenses preferred
- Strong multitasking abilities and eagerness to learn and accept enhanced responsibilities as part of a growing business
- Ability to handle all inquiries with tact, professionalism, and a sense of understanding and urgency
- Strong decision-making and problem-solving skills
Benefits
- Medical
- Dental
- Vision
- 401(k) plan
- Paid time off