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Financial Sales Professional- Entry Level or Experienced

COMPETITION SNAPSHOT
21

Applications Submitted for this Position

<2

Most Common Years of Experience

B

Bachelor's is the most common degree type

Job Description

 

 

Company Overview

 

Join AXA Advisors, LLC –

 

As an affiliate of AXA Equitable Life Insurance Company (NY,NY) and a member of the AXA Group*, one of the world's most admired financial services organizations with 90.1 billion Euros in revenue as of December 31, 2012, AXA Advisors is positioned to offer highly motivated, achievement-driven individuals an opportunity to grow a thriving practice.

 

 

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 strategies 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 trust documents.
  • 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.

 

Individuals who excel at AXA Advisors come from many different professional backgrounds including:

  • Law
  • Brokerage
  • Banking
  • Management
  • Accounting

 

           

 

Job Requirements

  • Strong business background and personal history of success
  • Integrity, a dedicated work ethic and the desire to help others
  • Strong interpersonal and communication skills
  • FINRA Series 7 & 63 registrations are preferred
  • Advanced degrees or designations such as MBA, JD, CFP®, CPA or ChFC are advantageous.

 

 

GE-86258 (6/13) (Exp 6/15)

 

AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC is an Equal Opportunity Employer M/F/D/V.

 

* "AXA Group" refers to AXA, a French holding company for a group of international insurance and financial services companies, together with its direct and indirect consolidated subsidiaries.

**Fee based and Non-fee Based Financial Planning is offered by Financial Professionals who are Investment Advisor Representatives.

 


 

Related Search Terms: Financial Advisor, Sales, Sales Management, Investments, Securities, NASD, FINRA, Series 6, Series 7, Broker, Agent, Representative, Registered Representative, Financial Sales, Planner, Wealth Management, Planning, Financial Planner, Fortune 100

Job Snapshot

Post Date 4/2/2015
Location Portland, OR
Employment Type Full-Time
Job Type Sales, Finance, Insurance
Education 4 Year Degree
Experience Not Specified
Manages Others No
Industry Banking - Financial Services, Insurance, Sales - Marketing
Required Travel Not Specified
Job ID 86258
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