Partner Experience Coordinator, Equity Services, Inc.

Partner Experience Coordinator, Equity Services, Inc.

Please note that we do not offer visa sponsorship for this position.

The Company:

What makes a job EXCITING and FULFILLING? Is it the opportunity to contribute in a meaningful way? Is it feeling empowered and valued? Is it feeling passionate about a new challenge?
We are Equity Services, Inc. (ESI), a Broker Dealer and Registered Investment Adviser, and we are rapidly expanding our distribution. If you are looking for an employer that offers a “Do Good” culture, the opportunity to grow beyond your comfort zone, and the challenge of a new opportunity, we want to talk with you.

Position Summary

This position is responsible for supporting the Partner Experience Group, which fosters partnerships with key stakeholders doing business with ESI. Creating experiences that positively impact the ability for everyone to deliver on our promises.

Essential Duties and Responsibilities include the following. Other duties as assigned.

• Support education and training for representatives in all aspects of doing business with ESI.
• Responsible for supporting the firm’s transition process for bringing experienced representatives with books of business.
• Responsible for assisting experienced representatives’ transition over to ESI, which in some instances may involve utilization of software tools to facilitate the transfer of accounts.
• Support and provide training and other campaigns to educate RR’s and IAR’s on the products and services available at ESI, as well as how to do business with ESI.
• Support and participate in forming cross-functional partnerships with all other business units and groups throughout the organization to deliver business results.
• Effectively and efficiently handle high volume of calls into ESI Support Line.

Experience Requirements

• Bachelor's Degree or equivalent combination of education and experience
• 3-5 years in Financial Services Industry required, preferably in a Sales Support, Training, or onboarding capacity
• Familiarity with PCs and ability to learn new programs quickly.
• Proficient in MS Office Suite, including Word, Excel, and PowerPoint
• Demonstrated ability to perform quality work in a fast-paced environment.
• Must be a collaborator and the ability to prioritize tasks.
• Strong interpersonal, communication and organizational skills
• Maintain confidentiality of company information
• Ability to pass background and fingerprint check.
• Demonstrated written and oral communication skills.
• This position currently offers an onsite hybrid work schedule, with the expectation that you are in the office three days per week during onsite core days. Our current onsite core days are Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion.
• The base salary range for this role is between $22.24 - $41.23 hourly. We are open to varying levels of experience above the minimum requirements.

Preferred Qualifications:

• FINRA Series 7
• 3-5 years knowledge of Broker/Dealer and RIA products and services
• Experience training and onboarding new Sales representatives or Registered Representatives and Financial Advisors

In addition to base salary, other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position. National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment

National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

National Life Group

1 National Life Dr

Montpelier, VT 05604

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