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Equitable Financial Services Branch Support Specialist in Deerfield, Illinois

Financial Services Branch Support Specialist


Primary Location : UNITED STATES-IL-Deerfield

Organization : Equitable

Schedule : Full-time


Thank you for your interest in a position with Equitable.

This position supports our sales associates with real time tracking and follow up on written business to expedite the underwriting and to review and follow up items as needed in order issue contracts as submitted. The support provided results in clients receiving their contract approvals sooner and commissions to our Associates being paid timely. Additionally, this position supports our Associates by monitoring and reporting production club status and validation status monthly. This position works closely with our New Business Coordinator and reports directly to our Branch Operations Manager.


Minimum Qualifications:

  • 2 years of similar experienced.

Preferred Qualifications:

  • Bachelor's Degree preferred.

  • Excellent ability to communicate effectively with people.

  • Excellent organization, written and verbal skills.

  • Expertise with Microsoft Office tools (Outlook, Excel, & PowerPoint) are very important.

  • Proficient use of technology, social media, relationship management systems (i.e. Salesforce) preferred.

  • Displays good judgment, decision making skills, understand the need for confidentiality at all levels of work and can handle adversity and multiple deadlines at the same time.

  • Background or experience in client/customer service, marketing, communications or knowledge of the financial services industry is helpful.

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) 314-6368 or email us at


Req ID: 2000048M