ADL PSA Sales Desk - Pipeline (Sales)
Company Description
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.
Job Purpose
The Product Sales Associate (PSA) role is an introductory position into the fast-paced and challenging financial wholesale career path, specifically focused on variable annuity sales. PSA candidates are enrolled into a 6 week training program where they learn the fundamentals of variable annuities, product positioning, and advanced sales techniques. Concurrent with product training, PSA candidates are required to pass the Series 6 and Series 63 examinations. Once properly licensed, PSA's will provide inbound phone queue coverage, responding to product, sales and marketing questions presented by brokers calling the department's 800 number. Upon the availability of a geographically-focused territory, eligible PSA's will transition into a Regional Sales Associate (RSA) position. Perform as a relationship builder by utilizing excellent communication and interpersonal skills; Educate and promote the effortlessness of doing business with AXA Distributors; Exhibit a competitive drive to succeed; Act as a liaison between the home office and Regional Vice Presidents in the field; Maintain an effective sales opportunity pipeline for respective territories; Work closely with Regional Vice President to craft and execute an appropriate business plan to maximize territory revenues.
Qualifications
Bachelor's degree or equivalent business experience required; Experience in the financial or investment management industry is preferred but not required; Series 6, 63 (passed within 90 days of start date) and Life Licenses within 120 days of start date; Complete and pass the AXA Distributors Training Program; Must have the ability to work in a challenging and collaborative environment; Proven ability to pay attention to detail and multi-task; Maintain an in-depth knowledge of the AXA products, the variable annuity wholesale industry, and competitive landscape; 1- 2 Years of experience in sales/marketing is preferred but not required; High-level of computer proficiency; Exhibit a coachable demeanor and positive attitude; Demonstrated ability to work autonomously and as part of a cohesive team; Demonstrated success in negotiation, persuasion, and solutions-based selling; Ability to work in a fast-paced environment; Flexibility to handle multiple priorities while maintaining a high degree of professionalism; Extremely granular attention to detail. 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.