Job Information
Equitable Inforce Life Product Management in Charlotte, North Carolina
Inforce Life Product Management ( 240000BE )
Primary Location : UNITED STATES-NC-Charlotte
Organization : Equitable
Schedule : Full-time
Description
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?
Equitable’s Individual Life Inforce Optimization team is seeking a strategic minded, highly motivated, organized self-starter for an Inforce Life Product Manager role. Associate will collaborate cross-functionally with other areas of the Individual Life Business to provide subject matter expertise and help monitor and manage the inforce life business.
Key Responsibilities include, but are not limited to:
Subject Matter Expert for all inforce life products
Work closely with multiple areas including Life Ops, Distribution, Sales Desk, Customer Service, Advisors, IT, Legal, and outside business partners such as Alliance Bernstein for product information and value calculations
Articulate, maintain, and document product designs and contract language for processing and regulatory requirements
Oversee processing and timely testing of projects, product updates, NGE changes, and mortgage items: communicate, recommend, track, prioritize, implement
Work closely with advisors of large policy blocks, communicating large money flows and providing book of business information to advisors
Provide guidance on product exception requests
Provide manual calculations for business partners and clients as needed
Annually review and monitor Life Inforce Prospectuses and Illustrations for compliance
Near Issue Sales Tracking (NIST) for Independent Channel and Retail
Identify and oversee corrections of any discrepancies between admin system processing and actuarial specs
Maintain electronic product information and physical storage files in Filebridge with third party vendor Access
The base salary range for this position is $ 87,000 - $100,000. 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 (https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2023013000001)
Qualifications
Required Qualifications
Bachelor’s degree
10 years life insurance industry experience
Exceptional mathematical problem-solving ability
Proficient in Excel and data analysis
Ability to interact closely with all levels of the organization and act as a liaison between key business areas
Highly effective communication, organizational skills, time management and the ability to manage competing priorities in a demanding environment
Able to address complex tasks and requests and think creatively
Ability to keep current on industry/market trends
Field experience and/or strong knowledge of the sales process, and distribution models
Solid knowledge of the regulatory environment for the life insurance industry
Preferred Qualifications
Knowledge of Equitable Inforce Life Insurance products
Knowledge of Equitable proprietary systems, AWD, nbA, CMOD, ECP, eDox, TAI, OBI, AEGIS, SalesForce, ADR, ESP, MainFrame
CFP/CLU/LOMA or equivalent industry designation
Experience working with Advanced Markets
Knowledge of Investments / Stock Market
Working knowledge of databases, SQL and/or Hadoop
Skills
Business Acumen: Knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.
Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.
Knowledge of Sales Channels: Knowledge of meanings and features of sales channels; ability to coordinate multiple and diverse options for selling an organization's products and services.
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.
Quality Management: Knowledge of quality management methods, tools, and techniques and ability to create and support an environment that meets the quality goals of the organization.
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.
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.
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 .
Req ID: 240000BE