Join Equitable as a Sales Operations Specialist and enhance advisor engagement and loyalty from your home office. Focus on operational support and data analysis in this impactful role. As a key part of the Insurance Distribution team, you'll work alongside Sales Directors to strengthen sales performance.

Take charge of critical processes such as month-end execution, advisor recognition, and reporting. With robust analytical skills, you will identify opportunities for efficiency while delivering significant business insights. Key Responsibilities:

- Oversee month-end escalation processes and ensure effective stakeholder communication
- Maintain and enhance escalation procedures, including trend analysis
- Coordinate Advisor Reward & Recognition programs and reporting




- Create dashboards supporting advisor performance insights
- Organize WFG events and logistics for leadership participation

Requirements:

- Background in sales operations or administrative roles
- Strong data reporting and analysis capabilities
- Advanced skills in Microsoft Office, especially Excel
- Exemplary organizational skills in a deadline-driven environment
- Detail-oriented with independent decision-making abilities

Make an impact at Equitable with your operational expertise and analytical mindset.

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