Equitable is a company committed to helping clients secure their financial well-being. They are seeking a Branch Support Analyst to provide customer service support and maintain licensing and registration records for branches.
Responsibilities
- Provide high level customer service support for the assigned Branches and maintain field force Contract, Licensing and Registration records
- Function as an information resource and quality control
- Under general supervision, enter, update and maintain all records regarding new hire processing, individual licensing and registration needs
- Review and process the initial FINRA form U4s, Departments of Insurance License/Appointment applications, Appointment renewals and Contracting updates for candidates
- Update and maintain candidate records using external and internal systems and applications
Skills
- Excellent communication skills and providing feedback
- Strong work ethics, reliable and innovative
- Ability to manage multiple tasks while meeting strict deadlines and able to prioritize in a fast paced, high-pressure environment
- Great organizational skills
- Good team player and willing to learn additional support functions, as needed
- Proficient knowledge of word processing and spreadsheet applications
- Knowledge of SEC, FINRA and State
- Bachelor's degree preferred
- 1+ years experience in Finance or Insurance industry preferred
Benefits
- Medical
- Dental
- Vision
- A 401(k) plan
- Paid time off
Company Overview
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families. It was founded in 1859, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is https://equitable.com/.Company H1B Sponsorship
Equitable has a track record of offering H1B sponsorships, with 31 in 2025, 18 in 2024, 26 in 2023, 37 in 2022, 20 in 2021, 12 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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