Producer Support Specialist

2 weeks ago


Woodbridge, New Jersey, United States Equitable Advisors LLC Full time
Job Description

This role involves providing administrative support to our producers, including answering phones, screening calls, and taking messages as necessary. You'll also be responsible for administering calendars, preparing client appointments, filing documents, following up on new business submissions, and conducting service work such as address and beneficiary changes.

In addition, you'll utilize your excellent communication and interpersonal skills to interact with employees, clients, and financial professionals, respond to regular requests for information and schedule meetings, and track incoming and outgoing correspondence.



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