Wealth Management Financial Sales Professional (PCPG)

Employment Type

: Full-Time

Industry

: Miscellaneous



Wealth Management Financial Sales Professional (PCPG)

19000B2P

UNITED STATES-NY-SYRACUSE

AXA US

Regular

Day Job

Full-time

Our Preferred Client Partners Group (PCPG) is a dynamic team within our Wealth Management Division, focused on offering financial planning advice. PCPG partners with our field Financial Professionals in order to help people who are seeking advice on savings, retirement, risk and overall financial wellness.

We are seeking driven, goal oriented individuals with interest in joining our team of Financial Professionals. In this role, you will provide financial product support and advice to existing clients in order to help them meet their financial goals, building financial investment relationships through 100% company provided leads.

As a PCPG Financial Professional you will have the opportunity to begin your career with an in-depth company led training program. The training will allow you the opportunity to advance and grow your career within PCPG while earning a competitive salary, bonus, and providing you with ample opportunities for career-growth.

OVERVIEW:

We have 5 corporate offices and 43 branch locations. Our PCPG offices are located at Syracuse, NY and Salt Lake City, UT.

As a Financial Professional in PCPG you will be responsible for establishing relationships with clients by delivering value through:

- Being instrumental in providing answers to clients questions on their existing products and validating their decisions

- Identifying new potential needs in partnership with the client

- Assisting the client/prospect in initiating or completing a sale as appropriate

- Proactively contact clients (via phone, email, and chat)

- Key contact that aligns all of the resources AXA has to offer to address client needs

REQUIRED QUALIFICATIONS:

- Ability to obtain FINRA Series 7 and 66 licenses, as well as Life Insurance Licenses (funding for licensing provided by the company; includes license fees, state fees, study program and materials)

- Bachelor's degree or equivalent relevant industry experience

- Strong research and analytical skills

- Excellent interpersonal, writing and communication skills

PREFERRED QUALIFICATIONS:

- FINRA Series 7, 6, 63, 65 or SIE licenses (or equivalent), and Life Insurance Licenses

- Strong knowledge of investment and life insurance products, including product features, product strategies and industry regulations

- Prior customer relationship management experience

- Previous sales experience preferably in the financial services industry (Banking, Insurance, Property and Casualty, or Retail Investments)

ABOUT AXA:
We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.

As an employer AXA is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. AXA US has been recognized and certified as a great place to work by the Great Place to Work Institute.

We provide our employees opportunities to move within our organization, so they can grow their career and skills without ever having to leave AXA. Almost 40% of our open jobs are filled with current employees.
NOTE: AXA participates in the E-Verify program.

In addition to competitive compensation and an outstanding benefits package including 401 (k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.

AXA 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.

Would you like to wake up every day driven and inspired by our noble mission and to work together as one global team to empower people to live a better life? Here at AXA we strive to lead the transformation of our industry. We are looking for talented individuals who come from varied backgrounds, think differently and want to be part of this exciting transformation by challenging the status quo so we can push AXA - a leading global brand and one of the most innovative companies in our industry - onto even greater things. In a fast-evolving world and with a presence in 64 countries, our 166,000 employees and exclusive distributors anticipate change to offer services and solutions tailored to the current and future needs of our 103 million customers.

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