Financial Professional (CRU) Salt Lake City

Location Utah, United States
Experience level Experienced Hire
Job details sector Admin, Health & Safety
Apply before Date not available

JOB PURPOSE

 

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

 

A Financial Professional will also:

  • Receive industry leading tools for initial and ongoing training
  • Earn a competitive base salary immediately
  • Receive ample leads to build our AXA client base
  • Be the first to gain access to new marketing pilots through proven production
  • Be eligible to receive bonuses based on production
  • Be eligible to participate in AXA’s comprehensive benefits package, including medical programs and 401K.

QUALIFICTIONS

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

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.