Teams at Equitable

Administers new business and in-force transactions for individual wealth products, including registered and non-registered accounts. Processes policy changes, service requests, reconciliations, client communications, indexing, journal entries, quality reviews, and regulatory projects. Provides bilingual French-English support to advisors, policyholders, and internal teams while meeting service standards, identifying process improvements, and participating in training and cross-functional initiatives.

Assess mortality and financial risk for individual life insurance applications using medical, lifestyle, and financial information. Collaborate and negotiate with reinsurers, advisors, and internal partners on complex cases, including risks exceeding retention limits. Coach underwriters, communicate decisions clearly, and lead projects supporting operational excellence. Maintain underwriting quality, volume, continuing education, and professional development while consulting medical directors and reinsurers on unusual risks.

Leads insurance sales and business development for the WFG advisor channel. Builds relationships with independent insurance advisors, manages productive partnerships, meets sales targets, provides case consultation and product support, and delivers presentations and seminars. The role requires financial industry and life insurance experience, sales management expertise, professional communication, negotiation, organization, travel, and occasional evening or weekend work.