Territory: New England and Eastern Midwest (OH/MI)
The Retirement Plan Consultant primary responsibilities are:
Build and Maintain local relationships with Plan Sponsor clients, including regular on-site visits to discuss ways to improve plan success and promote plan to eligible employees
Coordinate, promote and present at employee education and enrollment meetings, encouraging employees to participate and maximize contributions to their plan Responsible for increasing plan participation, contribution rates and asset transfers.
Responsible for promoting plan awareness amongst plan participants and building client satisfaction for newly sold clients and existing clients.
Partner and strategize with internal and external business partners to develop presentations that target client needs and align with plan design.
Attend and present the value of the AXA platform at point of sale meets with plan sponsor prospects. These may be presentations to individual owner/officers, or company board members
The ideal candidate will have proven success in driving business growth through prepared, concise and persuasive retirement presentations in a variety of settings.
Strong ability to communicate success strategy with Plan Sponsors (Owner, CFO, HR Directors etc) and promote value add of AXA platform- leveraging plan and participant technology, participant service center capabilities, available education material and regular on-site visits to review progress and further engagement.
Familiarity with defined contribution recordkeeping systems
Efficient territory management (travel required)
Bilingual Spanish a plus
Series 6,63, AND Life and Health Insurance Licenses
Extensive knowledge of qualified retirement plans rules, regulations, industry trends
Strong customer service and communication skills
Proven ability to increase plan sponsor and participant engagement with AXA platform
Minimum 3 years' experience working with Retirement Plans and/or retirement products
Valid driver's license is required
We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.
As an employer AXA is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. AXA US has been recognized and certified as a great place to work by the Great Place to Work Institute.
We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave AXA. Almost 40% of our open jobs are filled with current employees.
NOTE: AXA participates in the E-Verify program.
In addition to competitive compensation and an outstanding benefits package including 401 (k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.
AXA is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
Would you like to wake up every day driven and inspired by our noble mission and to work together as one global team to empower people to live a better life? Here at AXA we strive to lead the transformation of our industry. We are looking for talented individuals who come from varied backgrounds, think differently and want to be part of this exciting transformation by challenging the status quo so we can push AXA - a leading global brand and one of the most innovative companies in our industry - onto even greater things.
In a fast-evolving world and with a presence in 64 countries, our 166,000 employees and exclusive distributors anticipate change to offer services and solutions tailored to the current and future needs of our 103 million customers.