Company Overview

Join AXA –

The AXA Group* is listed in the Top 10 of Fortune's 2009 "Global Most Admired Companies" by Industry^[1]

The AXA Group is the #1 financial services organization in the world.^[2]

The AXA Group is ranked the world’s 15th largest company on Fortune Magazine’s Global 500 list.^[3]

As a subsidiary of AXA Financial and a member of the AXA Group, one of the world's most admired financial services organizations with over $1.37 trillion in assets under management as of December 31, 2008⁴, AXA Advisors is positioned to offer highly motivated, achievement-driven individuals an opportunity to grow a thriving business with the support and strength of two powerful organizations

Job Description

• Analyzing financial information obtained from clients to determine strategies for helping clients meet their financial objectives.
• Answering clients' questions about the purposes and details of financial products, services and strategies.
• Building and maintaining client bases, keeping current client plans up-to-date and acquiring new clients on an ongoing basis.
• Contacting clients periodically to determine if there have been changes in their financial status.
• Explaining and documenting for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial professional.
• Guiding clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills.
• Implementing financial planning recommendations, or refer clients to other professionals who can assist them with plan implementation.
• Interviewing clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a suitable financial strategy.