Operations Coordinator

Role Description

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. Equitable is looking for an Operations Coordinator to support our Overland Park, KS team. This will be a part-time role working 20 hours per week supporting customer service and sales needs for the branch. You will work remotely to provide outstanding and customer-focused service. Your schedule will be confirmed with the hiring manager.

• Manage and maintain the branch CRM program to ensure efficient lead generation and tracking.
• Review and mine the orphan client book of business to identify potential sales opportunities and qualified leads.
• Distribute leads to participating financial professionals and advisors in accordance with established program guidelines.
• Serve as the primary point of contact for incoming client inquiries related to the CRM program.

The base salary for this position is $26,000.00. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

Qualifications

• High school diploma or equivalent professional work experience.
• Hands-on customer service, operations, administrative and/or sales support experience.
• Ability to manage multiple priorities and work independently.
• Proficiency in Microsoft Office applications, including Excel, Word, Outlook, and Teams.

Requirements

• Associate or bachelor's degree (preferred).
• Strong verbal and written communication skills (preferred).
• Excellent organizational skills and attention to detail (preferred).
• CRM management expertise (preferred).
• Strong customer service orientation and professional phone presence (preferred).

Benefits

• Medical, dental, vision coverage.
• 401(k) plan.
• Paid time off.

Company Description

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.