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Equitable Client Care Specialist in SYRACUSE, New York

Client Care Specialist ( 2100008T )



Organization : Equitable

Schedule : Full-time


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 Client Care Specialist position is responsible for conserving EQUI-VEST annuity contract holders through educating customers on the value and benefits of their EQUI-VEST contract along with the downside of surrenders. The Client Care Specialist will discuss reasons for staying with Equitable and build strategies to consider before moving to a new target product or firm. The Client Care Specialist will also work with the assigned Equitable financial professional on the conservation opportunity.

Additional information on the position:

  • Will have annual conservation goals, prorated at time of hire

  • Primarily handle inbound client calls looking to transfer their contract to a third-party provider

  • Expected to answer up to 30 calls per day and make outbound calls

  • Expected to used de-escalation techniques when speaking with displeased clients and/or external advisors

  • Department hours are 8:30 AM ET – 5:00 PM ET. Overtime may be required to complete calls in queue post-5:00 PM ET

  • This position is highly customer centric; evidence of telephonic sales, face-to-face sales, and/or customer service experience is highly desirable

  • Experience with selling/servicing variable annuities

  • Currently this position is fully remote with an expectation to return to the office located in Syracuse, NY.

  • This individual is required to hold FINRA securities licensing (SIE, 6 and 63 or 7 and 65) and New York State Accident & Health Life Variable Life/Variable Annuities license and multi-state licenses.



Minimum Qualifications:

  • BA/BS Degree or commenserate industry experience

  • FINRA Series 6 and 63 OR 7 and 65 licenses

  • New York State Life license

  • 2 years customer service and/or sales experience working with annuity products

Preferred Qualifications:

  • Securities/Compliance knowledge

  • Industry product knowledge

  • Established written and verbal communication skills

  • Demonstrated organizational skills with ability to multi-task and quickly pivot between assignments and tasks

  • Sales and/or telephonic sales support experience

About Equitable

We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.

As an employer, Equitable is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. Equitable has been recognized and certified as a great place to work by the Great Place to Work Institute.

We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave Equitable. Almost 40% of our open jobs are filled with current employees.

In addition to competitive compensation and an outstanding benefits package including 401(k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.

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: 2100008T