Join Equitable as a Sales Operations Specialist, enhancing advisor engagement and operational excellence in a fully remote role. Contribute to the success of the Insurance Distribution team through essential analytical and coordination support. In this permanent position, you will manage key processes like month-end execution and advisor recognition programs while working with Sales Directors.

Your robust reporting capabilities and detail orientation will help improve sales performance and efficiency. Thrive in a culture built on collaboration and curiosity, where your contributions matter. Key Responsibilities:

- Oversee Month-End Escalation process and resolutions
- Maintain and report on Advisor Reward programs
- Develop insightful performance dashboards
- Coordinate logistical elements of WFG events
- Track and administer Marketing Allowance budgets

Requirements:

- Experience in sales operations or analytics
- Advanced Excel skills with strong data handling
- Excellent time management skills in a fast-paced setting
- High attention to detail and problem-solving ability
- Independent work with sound judgment skills

Use your skills to deliver meaningful business insights as part of Equitable's dedicated team.

📌 Equitable Sales Operations Specialist Opening (Ontario)
🏢 Equitable
📍 Ontario