Branch Support Analyst - Licensing & Controls (HYBRID)

About The Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives. Equitable is seeking a dynamic Branch Support Analyst - Licensing & Controls to join our team!

What You'll Be Doing

• Provide high-level customer service support for assigned branches and maintain field force Contract, Licensing, and Registration records.
• Function as an information resource and quality control.
• Enter, update, and maintain all records regarding new hire processing, individual licensing and registration needs.
• Review and process initial FINRA Form U4s, Department of Insurance License/Appointment applications, Appointment renewals, and Contracting updates for candidates.
• Update and maintain candidate records using external and internal systems and applications.

What You'll Bring

• Excellent communication skills
• Strong work ethic, reliability, and innovation
• Able to manage multiple tasks while meeting strict deadlines and prioritize in a fast-paced, high-pressure environment
• Great organizational skills
• Good team player and willingness to learn additional support functions, as needed
• Proficient knowledge of word processing and spreadsheet applications

Minimum Qualifications

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

Preferred Qualifications

• Knowledge of federal, state, and local laws and regulations

Skills

• Accuracy and Attention to Detail
• Customer Service Management
• Data Entry Management
• Effective Communications
• Insurance Legal and Regulatory Environment

Benefits

This position offers a hybrid work schedule, with an on-site presence of 2-3 days per week. The base salary range for this position is $42,000-$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 including 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

About Equitable

We are a team committed to helping our clients secure their financial well-being so 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. Click Careers at Equitable to learn more.

Equitable Commitment

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.

Contact Information

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.