Senior Associate-Branch Operations

Location Wisconsin, United States
Experience level Experienced Hire
Job details sector Sales and Distribution
Apply before Date not available


  • Weekly and monthly updates on District App & PC counts to District & Managers
  • Update App counts quarterly
  • Track PEP business and FP National Training events and ensure invites go out to appropriate FPs
  • Answer DM’s phone and handle DM’s Client Service work
  • Process District New Applications
  • Follow up on service work & new business for DM
  • Prepare paperwork, creates reports & other materials needed for branch staff
  • Send out weekly training email to District Members and coordinate all training and materials for meeting
  • Send weekly reminder to collect Salesforce activity tracking & submitted business lists for District Members
  • Assist with recruiting activities and manage e-recruit tool
  • Track and coordinate District Calendar- training, recruiting events, socials
  • Prepare Agenda & take notes for staff
  • Calendar management for staff
  • Attend District Meetings & training, take notes, follow-up, keep track of materials & organize
  • Proactively manage, update and answer social media inquiries and Branch Website
  • Complete marketing checklist when advisors enter PEP and Contract
  • Update marketing brochures, bios, social media templates, flyers, advertisements, etc.
  • Help with training for RBG advisors
  • Assist with miscellaneous office service work for RBG advisors
  • Put together contracting email announcement for everyone once they contract
  • Help events team
  • Keep track of all unit assignments
  • Generate all school visit reports for RBG advisors & look up client quotes for existing clients in school districts
  • RBG strategy topics coordination, agenda, notes, & follow up
  • Back up to licensing coordinator
  • Assist with new business processing for RBG district
  • Create letters, client materials, etc. for advisors and submit through compliance
  • Keep track of marketing materials and brochures ordered for RBG and Recruiting
  • Sign advisors up for new website
  • Work with Regional RBG wholesaler to the branch to follow up with advisors or managers on different reports, tasks, visits, training, etc.
  • Help advisors prepare for seminars & client appreciation events
  • Keep track of referrals for referral campaign

  • 3-5 years experience in Office Environment as Admin. Asst., or Associate Degree or higher. 
  • Detail oriented and organized. 
  • Able to prioritize workflow and good communication skills.

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.