Business Analyst-Life

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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.

Join our growing team as a Sales Support Coordinator in Springfield, IL, and build your career at the intersection of financial services, analytics, and sales support. In this role, you'll partner with advisors and internal teams to prepare policy reviews, illustrations, case designs, financial analyses, sales reports, and client-ready materials that support informed conversations and an exceptional client experience.

We're looking for a curious, analytical professional who thinks critically, learns quickly, communicates effectively, and enjoys collaborating with others to solve problems. You'll have the opportunity to build your expertise in life insurance, financial solutions, carrier technology, and case design while strengthening your analytical and problem-solving capabilities.

If you're ready to grow your expertise, take on meaningful challenges, and make an impact as part of a collaborative team, we invite you to explore this opportunity with Equitable.

This is an onsite position based in our Springfield, IL branch, with an in-office schedule five days per week. Working alongside your team and business partners, you'll be closely connected to the customers and advisors we support, allowing you to collaborate in real time, build relationships, and deliver responsive, high-quality service to the business.

What You Will Be Doing

• Strong analytical and critical-thinking skills, with the ability to evaluate information, identify trends or discrepancies, and develop thoughtful solutions.
• Ability to learn quickly and apply new concepts, including life insurance products, financial solutions, carrier systems, and case design processes.
• Strong written and verbal communication skills with the ability to translate complex information into clear, actionable insights.
• Experience or demonstrated capability in sales support, reporting, data analysis, or developing business and sales-related reports.
• Strong attention to detail with a commitment to accuracy, quality, and continuous improvement.
• Strong organizational and time-management skills with the ability to balance multiple assignments, priorities, and deadlines.
• A collaborative and team-oriented approach, with the ability to build productive relationships with advisors, business partners, and colleagues.
• Sound judgment, initiative, and a problem-solving mindset with the ability to work independently while knowing when to collaborate or escalate.
• Proficiency in Microsoft Excel and the ability to use data, spreadsheets, and reporting tools to support analysis and business needs.

This position is an in-office role that allows you to stay fully engaged with your team to provide outstanding, customer-focused service during our core hours (8:00 AM-5:00 PM). Office location is 4341 Acer Grove Road, Suite C300, Springfield, IL 62711

The base salary range for this position is $58,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program

'',''!*!

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.

Join our growing team as a Sales Support Coordinator in Springfield, IL, and build your career at the intersection of financial services, analytics, and sales support. In this role, you'll partner with advisors and internal teams to prepare policy reviews, illustrations, case designs, financial analyses, sales reports, and client-ready materials that support informed conversations and an exceptional client experience.

We're looking for a curious, analytical professional who thinks critically, learns quickly, communicates effectively, and enjoys collaborating with others to solve problems. You'll have the opportunity to build your expertise in life insurance, financial solutions, carrier technology, and case design while strengthening your analytical and problem-solving capabilities.

If you're ready to grow your expertise, take on meaningful challenges, and make an impact as part of a collaborative team, we invite you to explore this opportunity with Equitable.

This is an onsite position based in our Springfield, IL branch, with an in-office schedule five days per week. Working alongside your team and business partners, you'll be closely connected to the customers and advisors we support, allowing you to collaborate in real time, build relationships, and deliver responsive, high-quality service to the business.

What You Will Be Doing

• Strong analytical and critical-thinking skills, with the ability to evaluate information, identify trends or discrepancies, and develop thoughtful solutions.
• Ability to learn quickly and apply new concepts, including life insurance products, financial solutions, carrier systems, and case design processes.
• Strong written and verbal communication skills with the ability to translate complex information into clear, actionable insights.
• Experience or demonstrated capability in sales support, reporting, data analysis, or developing business and sales-related reports.
• Strong attention to detail with a commitment to accuracy, quality, and continuous improvement.
• Strong organizational and time-management skills with the ability to balance multiple assignments, priorities, and deadlines.
• A collaborative and team-oriented approach, with the ability to build productive relationships with advisors, business partners, and colleagues.
• Sound judgment, initiative, and a problem-solving mindset with the ability to work independently while knowing when to collaborate or escalate.
• Proficiency in Microsoft Excel and the ability to use data, spreadsheets, and reporting tools to support analysis and business needs.

This position is an in-office role that allows you to stay fully engaged with your team to provide outstanding, customer-focused service during our core hours (8:00 AM-5:00 PM). Office location is 4341 Acer Grove Road, Suite C300, Springfield, IL 62711

The base salary range for this position is $58,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program

'',''!*!

What You''ll Bring

• 0-2 years of experience in sales support, financial services, insurance, business operations, data/reporting, customer service, or a related area. Relevant internship, academic, or project experience may also be considered.
• Strong attention to detail with a commitment to accuracy, quality, and continuous improvement.
• An analytical mindset and an interest in learning life insurance products, financial solutions, carrier systems, and case design.
• Strong organizational and time-management skills with the ability to balance multiple priorities and deadlines.
• Sound judgment and the ability to follow established processes while identifying, investigating, and escalating potential issues when appropriate.
• Effective written and verbal communication skills with the ability to make complex information clear and understandable.
• A collaborative, team-oriented approach and a commitment to providing responsive, high-quality support to advisors and business partners.

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''ll Bring

• 0-2 years of experience in sales support, financial services, insurance, business operations, data/reporting, customer service, or a related area. Relevant internship, academic, or project experience may also be considered.
• Strong attention to detail with a commitment to accuracy, quality, and continuous improvement.
• An analytical mindset and an interest in learning life insurance products, financial solutions, carrier systems, and case design.
• Strong organizational and time-management skills with the ability to balance multiple priorities and deadlines.
• Sound judgment and the ability to follow established processes while identifying, investigating, and escalating potential issues when appropriate.
• Effective written and verbal communication skills with the ability to make complex information clear and understandable.
• A collaborative, team-oriented approach and a commitment to providing responsive, high-quality support to advisors and business partners.

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.

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