Primary responsibility is to provide sales support to wholesalers and financial advisors selling AXA’s 401(k) product. In partnership with the external wholesaler, the inside wholesaler is responsible for developing and maintaining relationships with selling advisors, as well as identifying and acquiring new business within their territory to meet sales goals. This person will drive new 401k assets within a geographic territory by making proactive phone calls to, or taking inbound calls from, financial advisors - to engage financial advisors, share sales ideas, provide product information, gather marketing data and offer sales support. The management of the geographic territory will be done in collaboration with an external wholesaler partner, who has ultimate responsibility for the territory. It is expected this person will develop and maintain relationships with these Advisors in order to increase sales of AXA 401(k) products, as well as identify new sales opportunities.
Series 6/7, 63 and Life licenses required.
3 years pension related experience required.
A key requirement of this position is to have a core knowledge of the 401(k) market, understanding product structures, selling strategies and a working knowledge of 401(k) rules and regulations. Training is provided to develop and enhance industry and product knowledge in order to effectively communicate and build credibility with financial advisors. The person filling this job should have strong ability to multi-task in a fast paced environment. Overtime may be necessary during periods of heavy volume, or for time sensitive projects. In addition, this person should:
· Be able to present complex information in a clear manner, both orally and in writing.
· Have a working knowledge with the pension provisions of the Internal Revenue Code and ERISA.
· Be able to present the features of the various AXA-Equitable pension products.
· Assist external wholesalers daily with prospecting activities
· Educate Financial Advisor on all aspects of product/market environment
· Be aware of the world of investments and of 401(k) competitors’ offerings.
· Coordinate & participate in pre-sale discussions regarding plan design/product sale/implementation
· Strong computer skills, including Microsoft Excel and Word.
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.
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.