Financial Professional - IL, Deerfield (3118)

AXA Deerfield , IL 60015

Posted 3 weeks ago

AXA Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 40 branches across the country employing approximately 5,000 financial professionals. AXA Advisors is an equal opportunity employer committed to a workplace that is diverse, inclusive and merit-based.

We're looking for highly motivated, achievement-driven individuals who want the opportunity to establish and grow a financial services practice with the support and strength of one of the nation's leading financial services firms.

As an AXA Advisors financial professional, you'll be part of a recognized, respected company that offers:

  • High earnings potential and comprehensive benefits

  • Training, support and hands-on management

  • Advancement/management opportunities

Our work environment is fast-paced, energetic and enthusiastic. If you have an entrepreneurial mindset and are not looking for just a job, then this is the place for you.

Job Description

  • 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.

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 authorized to work in the United States

  • 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(1) 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

What We Offer

As an AXA Advisors' Financial Advisor, you can look forward to a paid training program, career advancement opportunities within the company, and the potential for a high income. The extensive compensation package available to eligible Financial Services Representative includes:

  • Base pay & commission or commission & bonus.

  • Health, dental, life and disability insurance.

  • 401(k) plus employer match.

About AXA

AXA Advisors, LLC is a leading provider of financial services for consumers and businesses, working with clients to help them define and pursue their financial goals. It is a broker/dealer and the retail distribution channel for AXA Equitable Life Insurance Company (NY, NY), which provides life insurance and annuities for the financial services market.

In business since 1859, AXA Equitable Life Insurance Company (formerly The Equitable Life Assurance Society of the United States) is a leading financial protection company and nationwide issuer of life insurance and annuity products.

Career Opportunities are with AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC, and Equal Opportunity Employer. M/F/D/V

GE- 130475 (1/18) (Exp 1/20)

(1) During sponsorship, the candidate is responsible for paying the resident and non-resident licensing, appointments and registration fees. These fees are reimbursable once the candidate has been on active contract for three months.


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
WFM (Workforce Management) Analyst AIM Westchester Or Deerfield Ps19809

Anthem, Inc.

Posted 3 days ago

VIEW JOBS 4/21/2019 12:00:00 AM 2019-07-20T00:00 This position will be located at either AIM's Westchester IL contact center, or its Deerfield IL contact center. Your Talent. Our Vision. At AIM Specialty Health (AIM), a proud member of the Anthem, Inc. family of companies, it's a powerful combination, and the foundation upon which we're creating greater access to care for our members, greater value for our customers, and greater health for our communities. Join us and together we will drive the future of health care. This is an exceptional opportunity to do innovative work that means more to you and those we serve. Monitors call volume demand in real time and flexes workforce accordingly. Ensures that the best possible call center service levels are achieved to maximize utilization. Monitors call volume and average speed of answer (ASA) in real time & adjusts schedules to ensure consistent service is maintained. Primary duties may include, but are not limited to: * Build staffing models/dashboards and making adjustments to existing dashboards, based on requirements received from Stakeholders and Client Executive teams * Promote the importance of data integrity and ensure consistent presentation of information across the organization. Secondary duties may include, but are not limited to: * Monitors and reacts to fluctuations in call volume as they occur in order to restore service levels as quickly as possible. * Schedules activities around forecasted call patterns. * Schedules off-phone activities when call volume projections are down. * Manages and adjusts call routing when unusual call patterns exist in order to ensure service levels are met. * Updates schedules to ensure WFM system is able to provide statistical staffing requirements based upon current staffing availability. * Updates schedules to account for breaks, paid time off, tardiness, etc. * Provide real-time and historical contact center data to management (i.e. call volumes, staffing, call arrival patterns, KPI's, etc.) * Creates short and long term forecast to ensure proper staffing to meet service levels Requirements: * Requires a H.S. diploma; Bachelor's Degree Preferred * 3 years call center operations experience; or any combination of education and experience, which would provide an equivalent background. * 2 years workforce management experience in a contact center * 2 years experience working with workforce software (i.e. Calabrio, Verint, IEX, Aspect) * Proficiency in Excel (Pivot Tables, V-Lookup, Macros, etc.) a must * Strong quantitative skills such as statistics and data analysis * Strong attention to detail and excellent written/verbal communication skills Anthem, Inc. is ranked as one of America's Most Admired Companies among health insurers by Fortune magazine and is a 2018 DiversityInc magazine Top 50 Company for Diversity. To learn more about our company and apply, please visit us at antheminc.com/careers. An Equal Opportunity Employer/Disability/Veteran Anthem, Inc. Deerfield IL

Financial Professional - IL, Deerfield (3118)

AXA