At Equitable Advisors, you'll find an environment where you are encouraged to think boldly ... Prior customer service experience, with a demonstrated commitment to delivering exceptional client ...
60 Equitable Customer Service Representative Jobs Hiring Near You
At Equitable Advisors, you'll find an environment where you are encouraged to think boldly ... Prior customer service experience, with a demonstrated commitment to delivering exceptional client ...
OR · Hybrid
$50K/yr
Equitable is seeking a driven, curious, and relationshipfocused Wealth Planning Associate to launch ... Proven experience in building and managing customer relationships, with a focus on trust, service ...
Regional Account Manager- Northeast (REMOTE)
OR · Remote
$70K - $90K/yr
... to provide outstanding, customer focused service during our core hours (8:30 AM-5:30 PM EST ... Equitable Pay and Benefits: Equitable Total Rewards Program What You Will Bring * 5 years of ...
Regional Account Manager- Northeast (REMOTE)
OR · Remote
$70K - $90K/yr
... to provide outstanding, customer focused service during our core hours (8:30 AM-5:30 PM EST ... Equitable Pay and Benefits: Equitable Total Rewards Program What You Will Bring * 5 years of ...
Regional Account Manager- Northeast (REMOTE)
$70K - $90K/yr
... to provide outstanding, customer focused service during our core hours (8:30 AM-5:30 PM EST ... Equitable Pay and Benefits: Equitable Total Rewards Program What You Will Bring * 5 years of ...
Regional Account Manager- Northeast (REMOTE)
$70K - $90K/yr
... to provide outstanding, customer focused service during our core hours (8:30 AM-5:30 PM EST ... Equitable Pay and Benefits: Equitable Total Rewards Program What You Will Bring * 5 years of ...
Supports the company's customer screening process and procedures in place to detect high risk ... ABOUT Equitable: We have been providing stability and reliability to our clients since 1859 to help ...
Supports the company's customer screening process and procedures in place to detect high risk ... ABOUT Equitable: We have been providing stability and reliability to our clients since 1859 to help ...
OR · Hybrid
$55K/yr
At Equitable Advisors, you'll find an environment where you are encouraged to think boldly ... Proven experience in building and managing customer relationships, with a focus on trust, service ...
Branch Compliance Senior Manager (Melville, NY - HYBRID)
Melville, NY · On-site
$102K - $120K/yr
Equitable is looking for a dynamic Branch Compliance Senior Manager to join our Branch Compliance ... Customer Focus : Knowledge of the values and practices that align customer needs and satisfaction ...
Branch Compliance Senior Manager (Melville, NY - HYBRID)
Melville, NY · On-site
$102K - $120K/yr
Equitable is looking for a dynamic Branch Compliance Senior Manager to join our Branch Compliance ... Customer Focus : Knowledge of the values and practices that align customer needs and satisfaction ...
Market Client Partner (REMOTE)
Charlotte, NC · Remote
$47K - $67K/yr
About the Role At Equitable, we help clients secure their financial well-being so they can pursue ... to provide outstanding, customer focused service during our core hours (8:30 AM-5:30 PM EST)
Market Client Partner (REMOTE)
Charlotte, NC · Remote
$47K - $67K/yr
About the Role At Equitable, we help clients secure their financial well-being so they can pursue ... to provide outstanding, customer focused service during our core hours (8:30 AM-5:30 PM EST)
Equitable is looking for a dynamic Branch Compliance Senior Manager to join our Branch Compliance ... Customer Focus : Knowledge of the values and practices that align customer needs and satisfaction ...
Equitable is looking for a dynamic Branch Compliance Senior Manager to join our Branch Compliance ... Customer Focus : Knowledge of the values and practices that align customer needs and satisfaction ...
Equitable is looking for a dynamic Branch Compliance Senior Manager to join our Branch Compliance ... Customer Focus : Knowledge of the values and practices that align customer needs and satisfaction ...
Equitable is looking for a dynamic Branch Compliance Senior Manager to join our Branch Compliance ... Customer Focus : Knowledge of the values and practices that align customer needs and satisfaction ...
Equitable is looking for a dynamic Branch Compliance Senior Manager to join our Branch Compliance ... Customer Focus : Knowledge of the values and practices that align customer needs and satisfaction ...
Equitable is looking for a dynamic Branch Compliance Senior Manager to join our Branch Compliance ... Customer Focus : Knowledge of the values and practices that align customer needs and satisfaction ...
Market Client Partner (REMOTE)
OR · Remote
$47K - $67K/yr
About the Role At Equitable, we help clients secure their financial well-being so they can pursue ... to provide outstanding, customer focused service during our core hours (8:30 AM-5:30 PM EST)
Market Client Partner (REMOTE)
OR · Remote
$47K - $67K/yr
About the Role At Equitable, we help clients secure their financial well-being so they can pursue ... to provide outstanding, customer focused service during our core hours (8:30 AM-5:30 PM EST)
Market Client Partner (REMOTE)
Charlotte, NC · Remote
$47K - $67K/yr
About the Role At Equitable, we help clients secure their financial well-being so they can pursue ... to provide outstanding, customer focused service during our core hours (8:30 AM-5:30 PM EST)
Market Client Partner (REMOTE)
Charlotte, NC · Remote
$47K - $67K/yr
About the Role At Equitable, we help clients secure their financial well-being so they can pursue ... to provide outstanding, customer focused service during our core hours (8:30 AM-5:30 PM EST)
Market Client Partner (REMOTE)
Charlotte, NC · On-site +1
$47K - $67K/yr
About the Role At Equitable, we help clients secure their financial well-being so they can pursue ... to provide outstanding, customer focused service during our core hours (8:30 AM-5:30 PM EST)
Market Client Partner (REMOTE)
Charlotte, NC · On-site +1
$47K - $67K/yr
About the Role At Equitable, we help clients secure their financial well-being so they can pursue ... to provide outstanding, customer focused service during our core hours (8:30 AM-5:30 PM EST)
Equitable Advisors is a respected wealth management firm with a proven track record in the industry ... financial services and products that address their evolving financial needs throughout their ...
Equitable Advisors is a respected wealth management firm with a proven track record in the industry ... financial services and products that address their evolving financial needs throughout their ...
At Equitable Advisors, you'll find an environment where you are encouraged to think boldly ... Proven experience in building and managing customer relationships, with a focus on trust, service ...
At Equitable Advisors, you'll find an environment where you are encouraged to think boldly ... Proven experience in building and managing customer relationships, with a focus on trust, service ...
Branch Office Coordinator
Walnut Creek, CA · Hybrid
$55K - $65K/yr
ABOUT THE ROLE At Equitable, we help clients secure their financial well-being so they can pursue ... We are seeking a highly organized, service-driven Branch Office Coordinator to join our team in ...
Branch Office Coordinator
Walnut Creek, CA · Hybrid
$55K - $65K/yr
ABOUT THE ROLE At Equitable, we help clients secure their financial well-being so they can pursue ... We are seeking a highly organized, service-driven Branch Office Coordinator to join our team in ...
Team Lead, Platinum Retirement Plan Account Management (HYBRID or REMOTE)
Charlotte, NC · Hybrid
$105K - $120K/yr
Equitable is looking for a Team Lead, Platinum Retirement Plan Account Management (RPAM) to join ... This role leads through others, shapes a scalable service model, and partners across business ...
Team Lead, Platinum Retirement Plan Account Management (HYBRID or REMOTE)
Charlotte, NC · Hybrid
$105K - $120K/yr
Equitable is looking for a Team Lead, Platinum Retirement Plan Account Management (RPAM) to join ... This role leads through others, shapes a scalable service model, and partners across business ...
Branch Operations Manager
Cincinnati, OH · On-site
$57K - $94K/yr
Outgoing and collaborative team player with strong interpersonal and customer service skills ... About Equitable At Equitable, we're a team committed to helping our clients secure their financial ...
Branch Operations Manager
Cincinnati, OH · On-site
$57K - $94K/yr
Outgoing and collaborative team player with strong interpersonal and customer service skills ... About Equitable At Equitable, we're a team committed to helping our clients secure their financial ...
Team Lead, Platinum Retirement Plan Account Management (HYBRID or REMOTE)
Charlotte, NC · On-site +1
$105K - $120K/yr
Equitable is looking for a Team Lead, Platinum Retirement Plan Account Management (RPAM) to join ... This role leads through others, shapes a scalable service model, and partners across business ...
Team Lead, Platinum Retirement Plan Account Management (HYBRID or REMOTE)
Charlotte, NC · On-site +1
$105K - $120K/yr
Equitable is looking for a Team Lead, Platinum Retirement Plan Account Management (RPAM) to join ... This role leads through others, shapes a scalable service model, and partners across business ...
Equitable Jobs Information
What is it like to work at Equitable?
Equitable is a company that values collaboration and innovation, fostering a culture of teamwork and mutual support among its employees. The company's structure is designed to promote a dynamic work environment, with various teams working together to achieve its mission of helping people and businesses prosper. Working at Equitable may appeal to candidates who are passionate about making a positive impact and are looking for a challenging and rewarding career in the financial services industry.
Does Equitable pay people when they’re sick?
Yes. Most people get paid when they’re sick.
100% of people say they would get paid if they were sick but scheduled to work.
Based on data from 21 people who took the Breakroom Quiz between January 2025 and March 2026.
100% of people say they would get paid if they were sick but scheduled to work.
Based on data from 21 people who took the Breakroom Quiz between January 2025 and March 2026.
How easy is it to get time off at Equitable?
Most people find it easy to get time off.
95% of people report it’s easy to get time off.
Based on data from 20 people who took the Breakroom Quiz between January 2025 and February 2026.
95% of people report it’s easy to get time off.
Based on data from 20 people who took the Breakroom Quiz between January 2025 and February 2026.
How easy is it to take sick days at Equitable?
Most people find it easy to take sick days.
91% of people report that it’s easy to take time off if they are sick.
Based on data from 22 people who took the Breakroom Quiz between January 2025 and March 2026.
91% of people report that it’s easy to take time off if they are sick.
Based on data from 22 people who took the Breakroom Quiz between January 2025 and March 2026.
Do people at Equitable feel treated with respect by their managers?
Most people feel treated with respect by their managers.
86% of people say they’re treated with respect by their managers.
Based on data from 21 people who took the Breakroom Quiz between January 2025 and March 2026.
86% of people say they’re treated with respect by their managers.
Based on data from 21 people who took the Breakroom Quiz between January 2025 and March 2026.
Do people at Equitable get to take their breaks without interruption?
Most people get breaks without interruption.
94% of people report that they get to take their breaks without interruption.
Based on data from 17 people who took the Breakroom Quiz between January 2025 and March 2026.
94% of people report that they get to take their breaks without interruption.
Based on data from 17 people who took the Breakroom Quiz between January 2025 and March 2026.
Is it stressful to work at Equitable?
Some people feel stressed out here.
55% of people say they often feel stressed out at work.
Based on data from 20 people who took the Breakroom Quiz between January 2025 and March 2026.
55% of people say they often feel stressed out at work.
Based on data from 20 people who took the Breakroom Quiz between January 2025 and March 2026.
Do people at Equitable enjoy their jobs?
Most people enjoy their job.
68% of people report they enjoy their job.
Based on data from 19 people who took the Breakroom Quiz between January 2025 and March 2026.
68% of people report they enjoy their job.
Based on data from 19 people who took the Breakroom Quiz between January 2025 and March 2026.
Do people at Equitable recommend working with their team?
Only some people recommend working with their team.
41% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 22 people who took the Breakroom Quiz between January 2025 and March 2026.
41% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 22 people who took the Breakroom Quiz between January 2025 and March 2026.
Do people get enough training when they start at Equitable?
Some people didn’t get enough training when they started.
35% of people report they didn’t get enough training when they started working here.
Based on data from 20 people who took the Breakroom Quiz between January 2025 and March 2026.
35% of people report they didn’t get enough training when they started working here.
Based on data from 20 people who took the Breakroom Quiz between January 2025 and March 2026.
Do people get support to advance at Equitable?
Most people are given support to advance their career here.
In the last year, 71% of people report being given support to advance their career here.
Based on data from 17 people who took the Breakroom Quiz between January 2025 and March 2026.
In the last year, 71% of people report being given support to advance their career here.
Based on data from 17 people who took the Breakroom Quiz between January 2025 and March 2026.
Do people think Equitable’s headquarters understands what’s happening where they work?
Some people think headquarters doesn’t understand what’s happening where they work.
67% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 18 people who took the Breakroom Quiz between January 2025 and March 2026.
67% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 18 people who took the Breakroom Quiz between January 2025 and March 2026.
Do workers feel well informed about how Equitable is doing?
Most people feel well informed about how the company is doing.
84% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 19 people who took the Breakroom Quiz between January 2025 and March 2026.
84% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 19 people who took the Breakroom Quiz between January 2025 and March 2026.
What other companies are hiring for Customer Service Representative jobs?
What are the most popular jobs at Equitable?
What are the most popular categories at Equitable?
$47K/yr
Full-time
Medical, Dental, Vision, Retirement, PTO
Posted 19 days ago
Equitable rating
8.2
Based on 22 frontline employees who took The Breakroom Quiz
Job description
About the Role
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we've honed since 1859.
Invest In Your Potential! At Equitable Advisors, you'll find an environment where you are encouraged to think boldly, collaborate deeply, and continuously develop your skills while helping others achieve financial confidence and security.
Our Financial Professional Advisor role is designed for individuals who are motivated to build a long-term career in financial services. You will gain hands-on experience, meaningful client exposure, and insight into what it takes to support and grow a successful advisory practice-all while developing the foundation for an entrepreneurially driven career path.
What You'll Be Doing
As a Financial Professional Advisor, you will build trusted relationships with clients by delivering value through meaningful, proactive engagement:
This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer-focused service during our core hours (8:30 AM-5:30 PM EST). Periodic office visits may be requested based on business needs.
The base salary for this position is $47,500. This role is eligible for variable compensation.
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
Qualifications
What You Will Bring
Required Qualifications
Preferred Qualifications
Skills
Cross-Selling: Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.
Sales Scoping and Qualification: Knowledge of sales scoping and qualification techniques and skills; ability to identify and qualify potential sales opportunities for the organization.
About Equitable
At Equitable, we're a team 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. Click Careers at Equitable to learn more.
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.
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we've honed since 1859.
Invest In Your Potential! At Equitable Advisors, you'll find an environment where you are encouraged to think boldly, collaborate deeply, and continuously develop your skills while helping others achieve financial confidence and security.
Our Financial Professional Advisor role is designed for individuals who are motivated to build a long-term career in financial services. You will gain hands-on experience, meaningful client exposure, and insight into what it takes to support and grow a successful advisory practice-all while developing the foundation for an entrepreneurially driven career path.
What You'll Be Doing
As a Financial Professional Advisor, you will build trusted relationships with clients by delivering value through meaningful, proactive engagement:
- Proactively connect with clients via phone, email, and chat to provide timely support and guidance
- Serve as a single point of contact, coordinating Equitable's full range of resources to address client needs efficiently and effectively
- Act as a trusted resource to answer questions about existing products, reinforce client confidence, and validate investment decisions
- Identify new opportunities in partnership with clients as their financial goals, priorities, and life circumstances evolve
- Assist clients with initiating and completing transactions, ensuring a smooth, accurate, and positive experience
This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer-focused service during our core hours (8:30 AM-5:30 PM EST). Periodic office visits may be requested based on business needs.
The base salary for this position is $47,500. This role is eligible for variable compensation.
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
Qualifications
What You Will Bring
Required Qualifications
- A bachelor's degree or equivalent relevant industry experience that demonstrates a strong foundation in client engagement, sales, and financial services
- Active FINRA licenses, including Series 7, Series 63, and Series 65 registrations OR ability to obtain within 180 days of employment
- Life Insurance license OR ability to obtain within 30 days of employment
- 2+ years of proven sales experience, with a track record of building relationships, driving results, and delivering value in a client-focused environment
Preferred Qualifications
- Prior customer service experience, with a demonstrated commitment to delivering exceptional client experiences
- Previous sales, counseling, or entrepreneurial experience, reflecting the ability to advise, influence, and operate with an ownership mindset
Skills
Cross-Selling: Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.
Sales Scoping and Qualification: Knowledge of sales scoping and qualification techniques and skills; ability to identify and qualify potential sales opportunities for the organization.
About Equitable
At Equitable, we're a team 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. Click Careers at Equitable to learn more.
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.
About Equitable
Sourced by ZipRecruiter
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.
Industry
Finance and insurance
Company size
5,001 - 10,000 Employees
Headquarters location
New York, NY, US
Year founded
1859