1000 Woodbury Road,
Contact Person:Peter Wright
Contact Phone Number:(631) 3855294
Description/Responsibilities:• Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives. • Provide information/education to clients about the purpose and details of financial products, services and strategies. • Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis. • Contact clients periodically to determine if there have been changes in their financial status. • Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service You don’t need to have a finance or economics degree to be a successful financial professional. At AXA Advisors, training is a process not an event, whereby our financial professionals, at every level of experience, build their business. You will participate in national and local development programs and joint work opportunities that provide comprehensive knowledge and skill training. We encourage and support the pursuit of professional designations that are recognized and respected by clients and others in the industry, including CFP®, Chartered Financial Consultant and Chartered Life Underwriter.
Requirements/Qualifications:• Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures. • Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence. • Ability to draw upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term relationships. • Must be a US Citizen or permanent resident • A four-year college degree is preferred and relevant professional FINRA securities registrations are a plus. If you do not have the following, you will be required to attain them, under the sponsorship of AXA Advisors: state life and health licenses, FINRA Series 7 and 66 registrations. • MBA, JD, CFP®, CPA or ChFC, a plus. Individuals who excel at AXA Advisors come from many different professional backgrounds including: • Law • Brokerage • Banking • Management • Accounting • Sales