Financial Sales Professionals

Company Overview

Join AXA -

·         The AXA Group is listed in the Top 10 of Fortune's 2007 "Global Most Admired Companies" by Industry^[1]

·         The AXA Group is the 2nd largest financial services company 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 Global Group, one of the world's most admired financial services companies with over $1.86 trillion in assets under management as of June 30, 2007, 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

[1] Global Most Admired by Industry: Securities (by revenue) Fortune magazine, March 18, 2008.

2 FORTUNE 2007 Global 500 by Industry: Insurance - Life, Health, (by revenue) Fortune magazine, July 23,2007.

3 FORTUNE 2007 Global 500, (by revenue) Fortune magazine, July 23, 2007.

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.

Learn More About the Opportunities at AXA  at our Upcoming Career Seminars:

 Due to limited seating please contact:

 Becky Kasper at (703) 205-0385  to reserve a seat for you, or via email at rebecca.kasper@axa-advisors.com  

Tuesday, March 10th, 7:00pm - 8:30pm
Greater Washington, DC AXA Advisors Branch Office
3141 Fairview Park Drive, Suite 250
Falls Church, VA 22042

OR:

 

Wednesday, March 11th, 2:00pm - 3:30pm
Greater Washington, DC AXA Advisors Branch Office
3141 Fairview Park Drive, Suite 250
Falls Church, VA 22042