Jobs at Equitable

Leads insurance sales and business development for the WFG advisor channel. Builds relationships with independent insurance advisors, manages productive partnerships, meets sales targets, provides case consultation and product support, and delivers presentations and seminars. The role requires financial industry and life insurance experience, sales management expertise, professional communication, negotiation, organization, travel, and occasional evening or weekend work.

Administer group insurance policies by updating member and sponsor information, processing additions, terminations, reinstatements, banking changes, beneficiary updates, drug cards, and medical evidence requests. Provide phone and email support to clients and plan members, validate electronic files, interpret reports, support renewals and new policy setup, calculate flex dollars, and ensure accuracy, compliance, quality, and turnaround standards.

Owns underwriting for complex ultra-high-net-worth insurance cases up to $200M, evaluating medical, legal, personal, and financial risks. The role delivers client-focused decisions, negotiates with reinsurers and partners, manages retention and compliance considerations, monitors industry trends, and mentors underwriters. It requires advanced markets expertise, strong analytical judgment, communication, relationship-building, and leadership skills.

Owns underwriting for complex ultra-high-net-worth insurance cases up to $200M, evaluating medical, legal, personal, and financial risks. The role delivers client-focused underwriting decisions, negotiates with reinsurers and partners, manages retention, monitors industry trends, and collaborates with compliance, claims, legal, and operations. It also mentors underwriters, shares technical expertise, and supports senior leadership on advanced markets strategy and risk management.

Assess mortality and financial risks for individual life insurance applications using medical, lifestyle, and financial information. Collaborate and negotiate with reinsurers, advisors, and internal stakeholders on complex cases, provide technical coaching to underwriters, and lead continuous-improvement projects. Maintain accurate, timely underwriting decisions, consult medical directors, support professional development, and meet quality and continuing-education standards.

Leads a portfolio of strategic initiatives within Individual Insurance, overseeing interconnected projects, budgets, risks, vendors, reporting, and business outcomes. Manages and develops Project Managers and Business Analysts while coordinating cross-functional teams and influencing executives, technical leaders, external partners, and stakeholders.

Leads business development and account management for World Financial Group insurance advisors. Builds advisor relationships, provides life and health insurance case consultation, supports product and marketing activities, delivers presentations, and achieves sales and relationship targets. The role is home-based in Quebec, requires bilingual English and French communication, approximately 20% international travel, occasional evenings and weekends, and a valid driver’s license and vehicle.

Manage end-to-end Group Benefits client onboarding and implementation from initial sale through plan installation and stabilization. Serve as the primary client and advisor contact, translate requirements into internal systems, coordinate cross-functional teams, manage timelines and risks, resolve exceptions, and ensure accurate documentation and compliance. Support complex implementations, finalist presentations, onboarding sessions, process improvements, and implementation performance targets.

Provides inside sales support to investment wholesalers by conducting sales, generating advisor leads, building relationships, answering product inquiries, promoting product knowledge through webinars, and preparing status reports. The role requires strong communication, presentation, analytical, negotiation, and time-management skills, financial industry experience, and proficiency with Microsoft Office and collaboration tools. It is a hybrid position based in Waterloo or the Greater Toronto Area with occasional travel.

Provides inside sales support to investment advisors by conducting sales activities, generating leads, building relationships, answering product inquiries, promoting product knowledge through webinars, and supporting Equitable partners. The role also prepares status reports, maintains advisor loyalty, and travels occasionally as needed. Strong communication, presentation, analytical, negotiation, time-management, and problem-solving skills are required, along with financial industry and investment product knowledge and proficiency in Microsoft Office and related systems.

Provides senior-level quality assurance and technical leadership for shared technology solutions. Responsibilities include building automation frameworks, creating test strategies and cases, executing automated and manual tests, analyzing defects, supporting production issues, guiding peers, maintaining quality documentation, and improving testing workflows. The role requires expertise in software testing, automation, web services, C#, JavaScript, XML, and SQL, with collaboration across business and IT teams.

Administer new business and in-force transactions for individual wealth products, including policies, rollovers, deposits, beneficiary changes, switches, and surrenders. Process service requests, reconcile basic accounts, manage client communications, index documents in OnBase, support projects and audits, investigate errors, and recommend procedural improvements. The role requires accurate transaction processing, regulatory awareness, strong client service, and collaboration with advisors, policyholders, and internal teams.

Owns underwriting for complex ultra-high-net-worth insurance cases up to $200 million, evaluating medical, legal, personal, and financial risks. The role delivers client-focused decisions, negotiates with reinsurers and partners, ensures compliance and service standards, monitors industry trends, and mentors underwriters. It requires advanced markets expertise, strong judgment, leadership, communication, relationship-building, and knowledge of reinsurance, retention management, claims, fraud, and underwriting regulations.

Senior Business Analyst responsible for analyzing stakeholder needs, documenting business processes and requirements, recommending solutions, creating product backlog items, supporting production issue resolution, preparing user documentation, and coordinating User Acceptance Testing. The role supports smaller initiatives and collaborates with product owners, stakeholders, subject matter experts, and senior business analysts. Experience with life insurance products, Agile and Waterfall methodologies, process improvement, project management, and strong communication skills is required.

Leads actuarial innovation and strategic projects for Group Insurance, developing pricing, underwriting, profitability, governance, and risk-management models and frameworks. Partners with cross-functional leaders, oversees advisor compliance, evaluates business risks and opportunities, and provides scenario analyses and recommendations to executives. Manages complex initiatives from concept through implementation while offering actuarial expertise, technical leadership, coaching, and mentorship.

Direct business development and account management for World Financial Group insurance advisors. Responsibilities include developing advisor relationships, supporting life and health insurance sales, providing case consultation and product guidance, meeting sales targets, conducting presentations and seminars, and supporting distributors. The role is fully remote from a home office, requires bilingual English/French fluency, approximately 20% international travel, and occasional evening or weekend work.

Owns underwriting decisions for complex ultra-high-net-worth insurance cases up to $200M, evaluating medical, legal, personal, and financial risks. Builds relationships with advisors, reinsurers, vendors, and internal teams; negotiates competitive solutions; ensures timely service and sound risk management. Mentors underwriters, shares advanced-markets expertise, monitors industry trends, and advises senior leadership on underwriting practices and emerging risks.

Manage Equitable’s individual insurance portfolio, including life insurance and critical illness products. Identify market opportunities, develop business cases, lead launches and enhancements, monitor profitability and performance, maintain product documentation, support sales enablement, and ensure regulatory compliance. Collaborate with actuarial, underwriting, legal, compliance, operations, marketing, finance, and distribution teams across product initiatives.

Leads underwriting innovation by auditing rules engines and predictive analytics, improving application questions and risk solutions, prioritizing system enhancements, and supporting cross-functional projects. Provides expertise in medical, financial, and non-medical underwriting, ensures regulatory and reinsurance compliance, analyzes data, recommends partnerships, and communicates findings to senior management. The role is fully remote with occasional office attendance as needed.

Designs accessible, responsive digital experiences from concept through implementation, including user journeys, wireframes, prototypes, and high-fidelity designs. Maintains scalable Figma design systems, applies brand and accessibility standards, and supports digital production using Ceros Studio. Conducts user research and usability testing, collaborates with business, marketing, technology, and Agile teams, and guides stakeholders toward consistent, user-centered digital experiences.