Financial Professional (PCPG)

Location NY, United States
Experience level Experienced Hire
Job details sector Life & Savings Insurance
Apply before Date not available
This is an opportunity for talented, motivated individuals with experience or interest in becoming financial professionals. Our team builds financial investment relationships through 100% company provided leads, while earning a competitive salary, bonus, and strong career-growth opportunities.

AXA US is a leading financial services company with a diverse and inclusive work environment. The organization was established in 1859, and we are committed to helping our clients meet all of their financial goals.


A Financial Professional is responsible for establishing relationships with clients by delivering value through:

• Proactively contacting our clients via phone, email, and chat
• Providing a single point of contact that aligns all the resources AXA has to offer to address client/prospect needs
• Being a high-quality resource to answer client/prospect questions on their existing products and to validate their decisions
• Identifying new potential needs in partnership with the client/prospect
• Assisting the client/prospect in initiating or completing a sale as appropriate


To be considered, an applicant should have:
• Ability to obtain FINRA Series 6, 63, and 65 licenses, as well as Life Insurance Licenses (funding for licensing provided by the company; includes study program and materials)
• Bachelor's degree or equivalent relevant industry experience
• Strong research and analytical skills
• Excellent interpersonal and communication skills

Preferred experience includes:
• FINRA Series 6, 63, and 65 licenses (or equivalent), and Life Insurance Licenses
• Strong knowledge of 401(k), individual annuity and life insurance products, including product structure, sales strategies and industry regulations
• Strong working knowledge of pension provisions of the Internal Revenue Code and ERISA
• 6-8 years of sales experience in the Defined Contributions market
• Prior customer relationship management experience
• Previous sales experience preferably in the financial services industry with a focus on insurance



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.