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  1. Home
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  3. customer services
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  5. Branch Support Analyst - Licensing & Controls (HYBRID)
AXA US logo

Branch Support Analyst - Licensing & Controls (HYBRID)

Not Disclosed•Full-TimeHybrid

location_on601, West 6th Street, Fourth Ward, Uptown, Charlotte, Mecklenburg County, North Carolina, 28202, United States

Apply Now

About Equitable

At Equitable, we are a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. Since 1859, we have honed this mission, turning challenges into opportunities by thinking, working, and leading differently. We believe everyone is a leader and 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.

About the Role

We are looking for a dynamic Branch Support Analyst - Licensing & Controls to join our team. In this role, you will function as a vital information resource and quality control point for our assigned branches. You will be responsible for maintaining field force Contract, Licensing, and Registration records, ensuring that all new hire processing, individual licensing, and registration needs are accurately managed under general supervision.

Your day-to-day will involve reviewing and processing initial FINRA Form U4s, Department of Insurance License/Appointment applications, appointment renewals, and contracting updates. You will also update and maintain candidate records using both external and internal systems. This position offers a hybrid work schedule, combining flexibility with team collaboration through an on-site presence of 2-3 days per week.

Hiring Process

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.

Equal Opportunity

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.

Equitable participates in the E-Verify program.

Work location

Work model: Hybrid

location_on

601, West 6th Street, Fourth Ward, Uptown, Charlotte, Mecklenburg County, North Carolina, 28202, United States

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Skills, education and keywords

Skills: Word Processing, Spreadsheet Applications, Sec, Finra, State Insurance Licensing, Customer Service Management, Data Entry Management, Insurance Legal And Regulatory Environment, Finra Form U4s, Departments Of Insurance License/appointment Applications.

Education: Bachelor's degree preferred.

Frequently asked questions about Branch Support Analyst - Licensing & Controls (HYBRID) at AXA US

What does a Branch Support Analyst - Licensing & Controls (HYBRID) at AXA US do?expand_more
In this Branch Support Analyst - Licensing & Controls (HYBRID) at AXA US role, you will review and process initial finra form u4s and insurance license applications; manage appointment renewals and contracting updates for candidates; update candidate records using external and internal systems; and function as an information resource and perform quality control.
What are the requirements for this Branch Support Analyst - Licensing & Controls (HYBRID) role?expand_more
To qualify for the Branch Support Analyst - Licensing & Controls (HYBRID) at AXA US position, applicants should have: Bachelor's degree; 1+ years experience in Finance or Insurance industry; Proficient knowledge of word processing and spreadsheet applications; Knowledge of SEC, FINRA and State Insurance licensing; Knowledge of federal, state and local laws and regulations in insurance industry; and E-Verify participation.
Where is the Branch Support Analyst - Licensing & Controls (HYBRID) role at AXA US located?expand_more
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Charlotte, North Carolina

Key Responsibilities

  • check_circleReview and process initial FINRA Form U4s and insurance license applications
  • check_circleManage appointment renewals and contracting updates for candidates
  • check_circleUpdate candidate records using external and internal systems
  • check_circleFunction as an information resource and perform quality control
  • check_circleEnter, update, and maintain records for new hire processing and licensing needs
  • check_circleMaintain field force contract, licensing, and registration records
  • check_circleProvide high-level customer service support for assigned branches

Requirements

  • verifiedBachelor's degree
  • verified1+ years experience in Finance or Insurance industry
  • verifiedProficient knowledge of word processing and spreadsheet applications
  • verifiedKnowledge of SEC, FINRA and State Insurance licensing
  • verifiedKnowledge of federal, state and local laws and regulations in insurance industry
  • verifiedE-Verify participation

Nice to Have

Knowledge of SEC, FINRA and State Insurance licensing. Bachelor's degree. 1+ years experience in Finance or Insurance industry.

Benefits & Perks

check_circleMedical, dental, and vision insurancecheck_circle401(k) plancheck_circlePaid time offcheck_circleHybrid work schedule with 2-3 days on-sitecheck_circleSpot bonuses and short-term incentive compensation
AXA US logo
Company

AXA US

Industry

customer services

View company profilearrow_forwardlanguageWebsite
Quick Overview

Experience

1+ yrs (Entry Level)

Education

Bachelor's degree preferred

Job Type

Full-Time

Skills Required

Word ProcessingSpreadsheet ApplicationsSecFinraState Insurance LicensingCustomer Service ManagementData Entry ManagementInsurance Legal And Regulatory EnvironmentFinra Form U4sDepartments Of Insurance License/appointment Applications
arrow_forward
Branch Support Analyst - Licensing & Controls (HYBRID) at AXA US is based in 601, West 6th Street, Fourth Ward, Uptown, Charlotte, Mecklenburg County, North Carolina, 28202, United States. This is a hybrid role.
Is this Branch Support Analyst - Licensing & Controls (HYBRID) job remote, hybrid, or on-site?expand_more
AXA US has listed this Branch Support Analyst - Licensing & Controls (HYBRID) role as hybrid.
How much experience is required for this Branch Support Analyst - Licensing & Controls (HYBRID) role?expand_more
Branch Support Analyst - Licensing & Controls (HYBRID) at AXA US typically requires 1+ years of relevant experience at the entry level level.
What skills do you need for the Branch Support Analyst - Licensing & Controls (HYBRID) role at AXA US?expand_more
Key skills for Branch Support Analyst - Licensing & Controls (HYBRID) at AXA US include Word Processing; Spreadsheet Applications; Sec; Finra; State Insurance Licensing; Customer Service Management; Data Entry Management; and Insurance Legal And Regulatory Environment.
What education is required for Branch Support Analyst - Licensing & Controls (HYBRID) at AXA US?expand_more
Educational requirements for this role: Bachelor's degree preferred.
What category does the Branch Support Analyst - Licensing & Controls (HYBRID) role belong to?expand_more
Branch Support Analyst - Licensing & Controls (HYBRID) at AXA US is part of the customer services job category on Recrutus.
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Top categories
Healthcare & Nursing jobsLogistics & Warehouse jobsEngineering jobsIT jobsHospitality & Catering jobsSales jobsTeaching jobs
Popular skills
CDL A jobsRegistered Nurse jobsBLS jobsExcel jobs
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Company
About usFAQContactPrivacy policyUS privacy noticeAccessibility

Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

© 2026 Recrutus. All rights reserved.
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