Develop and manage relationships with existing clients. Penetrate all potential clients within existing clients. Assess clients' needs in order to promote new products. Educate and train clients on Mutual Fund and Annuity products. Champion for headquarters marketing campaigns at local client level. Develop new relationships. Responsible for territory management. Utilize internal sales desk for enhanced customer service. Follow up on Internal Sales Desk leads. Maintain sales goals. Candidate must be able to identify, create and implement annuity and mutual fund sales opportunities. The candidate will be responsible for communication with Divisional Vice Presidents on an ongoing basis.
FINRA Series 6/7, LH&A and 63 required.
Bachelor's degree preferred. CLU, ChFC and/or CFP preferred. Thorough knowledge of Variable Annuities and Mutual Funds Previous direct sales experience required. Exceptional communication/interpersonal skills, with good computer and organizational skills. Previous training experience preferred. Willingness to travel 95%. Experience in local area market preferred.
AXA is a leading financial protection company, committed to fostering and maintaining a diverse, multicultural and inclusive environment, and one of the nation’s premier providers of life insurance and annuity products. The organization was established in 1859 and we are committed now more than ever to helping clients meet financial goals in all stages of their lives. One of the hallmarks of our proud heritage is providing world-class customer service.
We're always looking for smart and talented people to help us develop new and innovative ways to expand our product portfolio, reach new customers and serve well the clients already a part of the AXA family.