''421251'',''true'',''421251'',''false'',''Submission for the position: Branch Manager, Houston TX - (Job Number: 260000H2)'',''false'',''421251'',''false'',''true'',''Branch Manager, Houston TX '',''260000H2'',''UNITED STATES-TX-Houston'',''UNITED STATES-TX-Houston'','''','''',''Equitable'',''Equitable'',''Full-time'',''Full-time'',''!*!
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.
Equitable is seeking a Branch Manager to join our Houston, TX branch. This position will oversee Branch locations and will be responsible for the development and execution of the overall Branch business goals. The Branch Manager will be required to live in the geographic proximity to the branch they manage and work in the office 4 days per week - this is not a remote position.
What You'll Be Doing
The Branch Manager will have accountability for 8 branch-wide key managerial components:
Recruiting, Hiring and Retention
Training and Development of Associates
Staff Management and Development
Supervision and Documentation Practices
Branch Sales Activity and Promotion
Marketing and Communications
Finance, Operations and Technology Initiatives
Leadership and Culture
Key activities include (but are not limited to):
This role is eligible for variable compensation. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, and a 401(k) plan.
'',''!*!
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.
Equitable is seeking a Branch Manager to join our Houston, TX branch. This position will oversee Branch locations and will be responsible for the development and execution of the overall Branch business goals. The Branch Manager will be required to live in the geographic proximity to the branch they manage and work in the office 4 days per week - this is not a remote position.
What You'll Be Doing
The Branch Manager will have accountability for 8 branch-wide key managerial components:
Recruiting, Hiring and Retention
Training and Development of Associates
Staff Management and Development
Supervision and Documentation Practices
Branch Sales Activity and Promotion
Marketing and Communications
Finance, Operations and Technology Initiatives
Leadership and Culture
Key activities include (but are not limited to):
This role is eligible for variable compensation. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, and a 401(k) plan.
'',''!*!
What You Will Bring
Required Qualifications
Bachelor's degree
FINRA Series 7, 24, 53, and 66 (or 63 & 65) registrations required
State life and health licenses required
5+ years of experience in Branch Management or Sales Management
10+ years financial services/insurance industry experience
Proven track record in managing profitability
Demonstrated success in leadership roles
Preferred Qualifications
CLU, ChFC and/or CFP a big plus
FINRA Series 4 registration is encouraged
Strong professional work history in the RBG business
Ability to make sound business and strategic decisions in partnership and conjunction with other leadership within the branch
Ability to effectively manage multiple locations across a large geographic area
Broad experience in advance market planning seminar selling, training and sponsored software
Exceptional interpersonal and collaboration skills
Demonstrated success in recruiting and building diverse teams, highly desired
Demonstrated success in overseeing and running an effective supervisory system
Exceptional managerial skills, ability to communicate/coach associates, good computer and organizational skills
A compliance record with no substantial disciplinary action or sales practice deficiencies
Excellent communications skills and demonstrated ability to interact effectively with all levels
Comprehensive knowledge of life, annuity and investment products, market planning and financial planning
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.
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.
'',''!*!
What You Will Bring
Required Qualifications
Bachelor's degree
FINRA Series 7, 24, 53, and 66 (or 63 & 65) registrations required
State life and health licenses required
5+ years of experience in Branch Management or Sales Management
10+ years financial services/insurance industry experience
Proven track record in managing profitability
Demonstrated success in leadership roles
Preferred Qualifications
CLU, ChFC and/or CFP a big plus
FINRA Series 4 registration is encouraged
Strong professional work history in the RBG business
Ability to make sound business and strategic decisions in partnership and conjunction with other leadership within the branch
Ability to effectively manage multiple locations across a large geographic area
Broad experience in advance market planning seminar selling, training and sponsored software
Exceptional interpersonal and collaboration skills
Demonstrated success in recruiting and building diverse teams, highly desired
Demonstrated success in overseeing and running an effective supervisory system
Exceptional managerial skills, ability to communicate/coach associates, good computer and organizational skills
A compliance record with no substantial disciplinary action or sales practice deficiencies
Excellent communications skills and demonstrated ability to interact effectively with all levels
Comprehensive knowledge of life, annuity and investment products, market planning and financial planning
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.
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.
'',''false'',''421251'',''421251'',''true'',''421251'',''false'',''Submission for the position: Branch Manager, Houston TX - (Job Number: 260000H2)'',''false'',''421251'',''false'',''true''
| Location | Houston, TX |
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