Investment Product Sales Specialist

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

Primary responsibilities of the Investment Product Sales Specialist (Hybrid Wholesaler) are to provide investment-related reviews and sales ideas, positioning of investment strategies and thematic investment content directly to AXA Advisors. The candidate will be required to provide sales support in the form of branch visits and presentations, outbound calls to a designated territory of Financial Professionals and answering incoming inquiries via the Sales Desk main line.  The products supported include mutual funds, equities, fixed income, third party managed accounts, alternative investments, brokerage accounts and advisory accounts.  Support will also include training, product knowledge, and investment research, developing historical illustrations, sales ideas and assisting FPs with sale situations. 

The individual will become an influential part of the Broker Dealer Sales, responsible for supporting sales throughout AXA's retail distribution system. 

It is preferred that candidates have a college degree and have a minimum 2-4 years investment industry experience. Experience should include mutual funds, mutual wrap programs and managed money programs. Managed account experience is extremely desirable; mutual fund or brokerage experience required at a minimum.

Ideal candidate must possess the ability to assist in the management of a broad spectrum of responsibilities simultaneously. Advanced sales, service and presentation skills. Problem resolution skills required and must be persistent, sales-oriented, bright and motivated. Must possess excellent writing and verbal communications skills along with computer skills that include Word, Excel and PowerPoint. A working knowledge of Morningstar's analytical software a plus.
This is truly a team environment for people that are able to see the long-term rewards of a growing company.
FINRA Licenses Series 7, 63, & 65 (66) required or the ability to attain them within 6 months of hire.

In addition to competitive compensation and an outstanding benefits package including 401 (k), pension and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment. AXA Equitable Life Insurance Company is an Equal Opportunity Employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

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.

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.