Overview:
The role of the Financial Assistant is at the center of Brightside's work with clients. By building a trusting relationship that combines financial expertise with compassionate support, you will be able make a positive impact in the lives of our employee clients and their families.
Responsibilities and Tasks
We are currently hiring 1-2 additional team members that are certified CFP’s to assist in growing our employer-based personal finance model.
In this role, you will serve a portfolio of employee clients and provide comprehensive concierge financial services to them in addition to helping our Financial Assistants with complex financial scenarios. This means helping with developing and implementing strategies for getting out of debt, managing their cashflow, and improving behavior relative to client finances to save and plan for the future. Our model is unique and different than other industry practices and our CFP team members will help us to further architect the model leveraging their certification, expertise and years of experience. In this role, you will not only provide up to date financial information using our robust technology but use state of the art influence and relationship techniques to help people make concrete behavioral improvements to the way clients handle money to improve their situation for the long-term as well.
Specifically, you will leverage a telephonic environment to:
Support Financial Assistants will clients’ needs that require CFP knowledge and expertise solving complex financial scenarios with them on behalf of the client
Contribute and/or lead the ongoing development of material/education/trainings that increase the overall organization’s understanding of complex financial scenarios
Provide ongoing education internally on financial Provide financial education to clients on relevant topics
Provide options and solutions to help solve financially related problems presented by the client
Provide emotional support to clients as it relates to their financial situation
Attributes and Competencies:
To succeed in this role, you need to be wired for service and care about your customer:
You are empathic but have a good sense of boundaries and appropriate professional behavior
You are caring, compassionate and driven to fulfill customers’ needs
You are a great critical thinker (able to collect, synthesize and interpret data in service of planning and decision making
You can leverage your prior work expertise as a CFP but can also think critically about what work and did not work in previous models and embrace different approaches to addressing your client’s needs and changing their long term financial behavior.
You love to solve problems and are creative at it
You are eager to learn and seek feedback both for yourself and the organization
Strong financial acumen, ability to apply certification learnings
You are adept with technology and can leverage solutions/systems to reach a desired outcome
You are organized with strong follow-up capability and can work at appropriate levels of detail relative to the task at hand
You can handle to handle high volume of phone calls or chats in a fast-paced environment
You can multitask and effectively manage deadlines and goals
You have strong verbal and written communication skills
You have Strong computer and internet skills; MS Office, Chrome, Google Apps and other programs or platforms
Customer Service experience in a customer call center is a plus
Bilingual in English and Spanish is a plus
Demonstrated Experience:
Only Certified Financial Planners (CFP’s) will be considered for this role.
3-5 years in a role that demonstrates a customer centric focus
Demonstrated ability to build a trusting relationship with your customer via telephone in an ongoing relationship-based environment
Strong work history demonstrating your impact of enhancing the company through your contributions/suggestions/improvements of the organization
Ability to comply with company and industry standard policy and procedures while remaining solution oriented and creative with approaches
Coaching and professional sharing of knowledge to colleagues to grow overall organization
Benefits:
Medical
Dental
Vision
Disability
Paid Training
PTO
Job Type: Full-time
Brightside is an equal opportunity employer and values diversity. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Local applicants only. No relocation assistance is available for this role.
Dec 05, 2018
Full time
Overview:
The role of the Financial Assistant is at the center of Brightside's work with clients. By building a trusting relationship that combines financial expertise with compassionate support, you will be able make a positive impact in the lives of our employee clients and their families.
Responsibilities and Tasks
We are currently hiring 1-2 additional team members that are certified CFP’s to assist in growing our employer-based personal finance model.
In this role, you will serve a portfolio of employee clients and provide comprehensive concierge financial services to them in addition to helping our Financial Assistants with complex financial scenarios. This means helping with developing and implementing strategies for getting out of debt, managing their cashflow, and improving behavior relative to client finances to save and plan for the future. Our model is unique and different than other industry practices and our CFP team members will help us to further architect the model leveraging their certification, expertise and years of experience. In this role, you will not only provide up to date financial information using our robust technology but use state of the art influence and relationship techniques to help people make concrete behavioral improvements to the way clients handle money to improve their situation for the long-term as well.
Specifically, you will leverage a telephonic environment to:
Support Financial Assistants will clients’ needs that require CFP knowledge and expertise solving complex financial scenarios with them on behalf of the client
Contribute and/or lead the ongoing development of material/education/trainings that increase the overall organization’s understanding of complex financial scenarios
Provide ongoing education internally on financial Provide financial education to clients on relevant topics
Provide options and solutions to help solve financially related problems presented by the client
Provide emotional support to clients as it relates to their financial situation
Attributes and Competencies:
To succeed in this role, you need to be wired for service and care about your customer:
You are empathic but have a good sense of boundaries and appropriate professional behavior
You are caring, compassionate and driven to fulfill customers’ needs
You are a great critical thinker (able to collect, synthesize and interpret data in service of planning and decision making
You can leverage your prior work expertise as a CFP but can also think critically about what work and did not work in previous models and embrace different approaches to addressing your client’s needs and changing their long term financial behavior.
You love to solve problems and are creative at it
You are eager to learn and seek feedback both for yourself and the organization
Strong financial acumen, ability to apply certification learnings
You are adept with technology and can leverage solutions/systems to reach a desired outcome
You are organized with strong follow-up capability and can work at appropriate levels of detail relative to the task at hand
You can handle to handle high volume of phone calls or chats in a fast-paced environment
You can multitask and effectively manage deadlines and goals
You have strong verbal and written communication skills
You have Strong computer and internet skills; MS Office, Chrome, Google Apps and other programs or platforms
Customer Service experience in a customer call center is a plus
Bilingual in English and Spanish is a plus
Demonstrated Experience:
Only Certified Financial Planners (CFP’s) will be considered for this role.
3-5 years in a role that demonstrates a customer centric focus
Demonstrated ability to build a trusting relationship with your customer via telephone in an ongoing relationship-based environment
Strong work history demonstrating your impact of enhancing the company through your contributions/suggestions/improvements of the organization
Ability to comply with company and industry standard policy and procedures while remaining solution oriented and creative with approaches
Coaching and professional sharing of knowledge to colleagues to grow overall organization
Benefits:
Medical
Dental
Vision
Disability
Paid Training
PTO
Job Type: Full-time
Brightside is an equal opportunity employer and values diversity. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Local applicants only. No relocation assistance is available for this role.
Overview:
The role of the Financial Assistant (Financial Counselor) is at the center of Brightside's work with clients. By building a trusting relationship that combines financial expertise with compassionate support, you will be able make a positive impact in the lives of our employee clients and their families.
Responsibilities and Tasks:
We are currently hiring 2-4 additional team members that will supplement our current team as the organization expands in 2018/2019.
In this role you will serve a portfolio of employee clients and provide comprehensive concierge financial services to them. This means helping with developing and implementing strategies for getting out of debt, managing their cashflow, and improving their behavior relative to their finances to save and plan for the future.
You will not only provide up to date financial information using our robust technology but use state of the art influence and relationship techniques to help people make concrete behavioral improvements to the way they handle money. Specifically, you will leverage a telephonic environment to:
Provide financial education to clients on relevant topics
Provide options and solutions to help solve financially related problems presented by the client
Provide emotional support to clients as it relates to their financial situation
Do leg work on behalf of clients based on their unique situation, teaching them skills for their own work in the future
Help clients make good financial choices using our proprietary EARN model and other work processes
Understand clients' motivation to help them make changes in their financial behavior and remove any barriers in the way of their success
Attributes and Competencies:
To succeed in this role, you need to be wired for service and care about your customer:
You are empathic but have a good sense of boundaries and appropriate professional behavior
You are caring, compassionate and driven to fulfill customers’ needs
You are a great critical thinker (able to collect, synthesize and interpret data in service of planning and decision making
You love to solve problems and you are creative at it
You are eager to learn and seek feedback both for yourself and the organization
You possess positive financial skills?
You are adept with technology and able to leverage solutions/systems to reach a desired outcome
You are organized with strong follow-up capability and able to work at appropriate levels of detail relative to the task at hand
You can handle to handle high volume of phone calls or chats in a fast-paced environment
You can multitask and effectively manage deadlines and goals
You have strong verbal and written communication skills
You have Strong computer and internet skills; MS Office, Chrome, Google Apps and other programs or platforms
Customer Service experience in a customer call center is a plus
Bilingual in English and Spanish is a plus
Demonstrated Experience:
3-5 years in a customer focused role with demonstrated examples of how you improved the customer’s situation
Demonstrated ability to build a trusting relationship with your customer via telephone in an ongoing relationship-based environment
Strong work history demonstrating your impact of enhancing the company through your contributions/suggestions/improvements of the organization
Ability to comply with company and industry standard policy and procedures while remaining solution oriented and creative with approaches
Coaching and professional sharing of knowledge to colleagues in an effort to grow overall organization
Benefits
Medical
Dental
Vision
Disability
Paid Training
PTO
Job Type: Full-time
Brightside is an equal opportunity employer and values diversity. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Local applicants only. No relocation assistance is available for this role.
Dec 05, 2018
Full time
Overview:
The role of the Financial Assistant (Financial Counselor) is at the center of Brightside's work with clients. By building a trusting relationship that combines financial expertise with compassionate support, you will be able make a positive impact in the lives of our employee clients and their families.
Responsibilities and Tasks:
We are currently hiring 2-4 additional team members that will supplement our current team as the organization expands in 2018/2019.
In this role you will serve a portfolio of employee clients and provide comprehensive concierge financial services to them. This means helping with developing and implementing strategies for getting out of debt, managing their cashflow, and improving their behavior relative to their finances to save and plan for the future.
You will not only provide up to date financial information using our robust technology but use state of the art influence and relationship techniques to help people make concrete behavioral improvements to the way they handle money. Specifically, you will leverage a telephonic environment to:
Provide financial education to clients on relevant topics
Provide options and solutions to help solve financially related problems presented by the client
Provide emotional support to clients as it relates to their financial situation
Do leg work on behalf of clients based on their unique situation, teaching them skills for their own work in the future
Help clients make good financial choices using our proprietary EARN model and other work processes
Understand clients' motivation to help them make changes in their financial behavior and remove any barriers in the way of their success
Attributes and Competencies:
To succeed in this role, you need to be wired for service and care about your customer:
You are empathic but have a good sense of boundaries and appropriate professional behavior
You are caring, compassionate and driven to fulfill customers’ needs
You are a great critical thinker (able to collect, synthesize and interpret data in service of planning and decision making
You love to solve problems and you are creative at it
You are eager to learn and seek feedback both for yourself and the organization
You possess positive financial skills?
You are adept with technology and able to leverage solutions/systems to reach a desired outcome
You are organized with strong follow-up capability and able to work at appropriate levels of detail relative to the task at hand
You can handle to handle high volume of phone calls or chats in a fast-paced environment
You can multitask and effectively manage deadlines and goals
You have strong verbal and written communication skills
You have Strong computer and internet skills; MS Office, Chrome, Google Apps and other programs or platforms
Customer Service experience in a customer call center is a plus
Bilingual in English and Spanish is a plus
Demonstrated Experience:
3-5 years in a customer focused role with demonstrated examples of how you improved the customer’s situation
Demonstrated ability to build a trusting relationship with your customer via telephone in an ongoing relationship-based environment
Strong work history demonstrating your impact of enhancing the company through your contributions/suggestions/improvements of the organization
Ability to comply with company and industry standard policy and procedures while remaining solution oriented and creative with approaches
Coaching and professional sharing of knowledge to colleagues in an effort to grow overall organization
Benefits
Medical
Dental
Vision
Disability
Paid Training
PTO
Job Type: Full-time
Brightside is an equal opportunity employer and values diversity. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Local applicants only. No relocation assistance is available for this role.
Why we need you:
Our backlog is growing way faster than we are! We have a great start on a cutting-edge platform to help underwrite merchant cash advances, but we need more hands! You bring energy, passion for great code, and an infectious enthusiasm.
You are proud of your clean, readable, and well tested code, but you aren’t scared to throw some love toward an old function that could use a tune-up. You don’t point fingers, you solve problems. You want to learn from your peers and share your learnings with them. The team is small and free of bureaucracy. We make informed decisions and move fast and that’s the way you like it.
Who are we :
In today’s business environment where it’s nearly impossible for small business to get traditional loans, Lendr is revolutionizing the way companies gain access to capital. We offer fast, friction-free cash advances to help small and medium business owners focus on what they do best: grow. We believe in the little guy and are here to empower these businesses to get the capital they need without having to jump through hoops.
Our tools:
C# (.net core)
Angular / Javascript
SQL Server
GIT
Visual Studio Team Services (VSTS)
Octopus
AWS
Resharper, R#
Our Methods:
Agile / Scrum
Automated deployments
Continuous Integration
JOEL Score: 10.5 / 12
Responsibilities:
Produce clean, efficient code based on specifications
Integrate software components and third-party programs
Troubleshoot, debug and upgrade existing software
Recommend and execute improvements
Create technical documentation for reference and reporting
Requirements:
Proven experience as a Software Developer, Software Engineer or similar role
Experience with software design and development in a test-driven environment
Knowledge of coding languages (e.g. C#, JavaScript) and frameworks/systems (e.g. AngularJS)
Experience with dependency injection
Experience with databases
Ability to learn new languages and technologies
Excellent communication skills
Resourcefulness and troubleshooting aptitude
Attention to detail
BSc/BA in Computer Science, Engineering or a related field
Bonus points:
Experience with Salesforce
Experience with Machine Learning, AI
Dec 04, 2018
Full time
Why we need you:
Our backlog is growing way faster than we are! We have a great start on a cutting-edge platform to help underwrite merchant cash advances, but we need more hands! You bring energy, passion for great code, and an infectious enthusiasm.
You are proud of your clean, readable, and well tested code, but you aren’t scared to throw some love toward an old function that could use a tune-up. You don’t point fingers, you solve problems. You want to learn from your peers and share your learnings with them. The team is small and free of bureaucracy. We make informed decisions and move fast and that’s the way you like it.
Who are we :
In today’s business environment where it’s nearly impossible for small business to get traditional loans, Lendr is revolutionizing the way companies gain access to capital. We offer fast, friction-free cash advances to help small and medium business owners focus on what they do best: grow. We believe in the little guy and are here to empower these businesses to get the capital they need without having to jump through hoops.
Our tools:
C# (.net core)
Angular / Javascript
SQL Server
GIT
Visual Studio Team Services (VSTS)
Octopus
AWS
Resharper, R#
Our Methods:
Agile / Scrum
Automated deployments
Continuous Integration
JOEL Score: 10.5 / 12
Responsibilities:
Produce clean, efficient code based on specifications
Integrate software components and third-party programs
Troubleshoot, debug and upgrade existing software
Recommend and execute improvements
Create technical documentation for reference and reporting
Requirements:
Proven experience as a Software Developer, Software Engineer or similar role
Experience with software design and development in a test-driven environment
Knowledge of coding languages (e.g. C#, JavaScript) and frameworks/systems (e.g. AngularJS)
Experience with dependency injection
Experience with databases
Ability to learn new languages and technologies
Excellent communication skills
Resourcefulness and troubleshooting aptitude
Attention to detail
BSc/BA in Computer Science, Engineering or a related field
Bonus points:
Experience with Salesforce
Experience with Machine Learning, AI
AXA Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional. As an entry level RBG Financial Professional, you can accelerate your own success. You move forward as fast as you’d like, not as fast as you’re told. The work environment is energetic and enthusiastic and is ideal for ambitious individuals.
Your primary focus will be providing financial education and wealth management services to those who build and serve our communities, such as:
Teachers
School administrators
Municipality employees
What it takes to be a Financial Professional
You don’t need to have a degree in finance or economics or a vast amount of work experience. If you’re a results-driven self-starter who can take ownership and is willing to work, you will achieve success.
Characteristics of a top Financial Professional include:
A four-year college degree is preferred but not required, 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 63 registrations
Possesses integrity, a strong work ethic and the desire to help others plan for and protect their economic futures
Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
Draws upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term relationships
MBA, JD, CFP®, CPA or ChFC, a plus
Benefits of working with AXA Advisors
Compensation you control plus a complete benefits package
Personalized and comprehensive training and support
Advancement and management opportunities
Work-life balance most financial careers don’t offer
You will receive support that is unparalleled in the industry. To get you up and running, AXA Advisors will sponsor your pursuit of licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.
Career opportunities are with AXA Advisors, LLC (NY, NY 212-314-4600) member FINRA/SIPC, an Equal Opportunity Employer M/F/D/V. GE-136274(04/18)exp.04/20)
Make AXA Advisors your first choice!
Dec 04, 2018
Full time
AXA Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional. As an entry level RBG Financial Professional, you can accelerate your own success. You move forward as fast as you’d like, not as fast as you’re told. The work environment is energetic and enthusiastic and is ideal for ambitious individuals.
Your primary focus will be providing financial education and wealth management services to those who build and serve our communities, such as:
Teachers
School administrators
Municipality employees
What it takes to be a Financial Professional
You don’t need to have a degree in finance or economics or a vast amount of work experience. If you’re a results-driven self-starter who can take ownership and is willing to work, you will achieve success.
Characteristics of a top Financial Professional include:
A four-year college degree is preferred but not required, 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 63 registrations
Possesses integrity, a strong work ethic and the desire to help others plan for and protect their economic futures
Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
Draws upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term relationships
MBA, JD, CFP®, CPA or ChFC, a plus
Benefits of working with AXA Advisors
Compensation you control plus a complete benefits package
Personalized and comprehensive training and support
Advancement and management opportunities
Work-life balance most financial careers don’t offer
You will receive support that is unparalleled in the industry. To get you up and running, AXA Advisors will sponsor your pursuit of licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.
Career opportunities are with AXA Advisors, LLC (NY, NY 212-314-4600) member FINRA/SIPC, an Equal Opportunity Employer M/F/D/V. GE-136274(04/18)exp.04/20)
Make AXA Advisors your first choice!
Join the growing specialty finance industry!
Role. Sales Support Representative.
Lendr is hiring in Chicago.
Lendr is revolutionizing the way small businesses get access to capital. Every day we help hard-working clients get the cash to help them grow. Speaking of growth, we’re expanding to Chicago.
We’re looking for a full-time Sales Support Representative who wants to build a career with Lendr. This is a fast-paced environment so we hope you can help in many ways…
Who thrives here.
We’re passionate about what we do and everyone contributes. We believe in giving honest customers an honest chance to succeed. That means putting our all into thoughtful, responsible financial solutions. Teamwork is important. Integrity is a must.
At Lendr, there are no limits. Your career goes as far as your talents will take you. We do our best to provide an inspiring and supportive environment so you can grow with the company. Our offices are located in River North on the top floor of a loft building with an outdoor deck. We spend a lot of time there eating lunch and creating important strategy.
More about this role.
You will provide support to sales representatives and respond to customer and prospect queries.
You are an experienced professional with knowledge of sales and customer service best practices.
You should also be able to interpret sales metrics and be goal-oriented.
You can perform well in a team environment and have exceptional people skills
You contribute to creating and maintaining good customer service relationships and ensure smooth sales team operations.
You can provide troubleshooting assistance for customer orders, account statuses and relevant problems.
You can provide data and guides to help the sales team.
You will develop and monitor performance indicators.
You can manage sales tracking tools and report on important information.
You can keep record of sales trends.
You are comfortable with account managers and helping them develop specific sales strategies.
You love to stay up-to-date with new product and feature launches and can ensure the sales team is on board.
You will review pending orders and customer requests to provide excellent customer service and customer experience.
You have tons of ideas that suggest sales process improvements.
Grow with us.
Bring your best problem-solving skills and a customer-first attitude, and we’ll bring the resources and environment you need to do great work with smart people.
Dec 04, 2018
Full time
Join the growing specialty finance industry!
Role. Sales Support Representative.
Lendr is hiring in Chicago.
Lendr is revolutionizing the way small businesses get access to capital. Every day we help hard-working clients get the cash to help them grow. Speaking of growth, we’re expanding to Chicago.
We’re looking for a full-time Sales Support Representative who wants to build a career with Lendr. This is a fast-paced environment so we hope you can help in many ways…
Who thrives here.
We’re passionate about what we do and everyone contributes. We believe in giving honest customers an honest chance to succeed. That means putting our all into thoughtful, responsible financial solutions. Teamwork is important. Integrity is a must.
At Lendr, there are no limits. Your career goes as far as your talents will take you. We do our best to provide an inspiring and supportive environment so you can grow with the company. Our offices are located in River North on the top floor of a loft building with an outdoor deck. We spend a lot of time there eating lunch and creating important strategy.
More about this role.
You will provide support to sales representatives and respond to customer and prospect queries.
You are an experienced professional with knowledge of sales and customer service best practices.
You should also be able to interpret sales metrics and be goal-oriented.
You can perform well in a team environment and have exceptional people skills
You contribute to creating and maintaining good customer service relationships and ensure smooth sales team operations.
You can provide troubleshooting assistance for customer orders, account statuses and relevant problems.
You can provide data and guides to help the sales team.
You will develop and monitor performance indicators.
You can manage sales tracking tools and report on important information.
You can keep record of sales trends.
You are comfortable with account managers and helping them develop specific sales strategies.
You love to stay up-to-date with new product and feature launches and can ensure the sales team is on board.
You will review pending orders and customer requests to provide excellent customer service and customer experience.
You have tons of ideas that suggest sales process improvements.
Grow with us.
Bring your best problem-solving skills and a customer-first attitude, and we’ll bring the resources and environment you need to do great work with smart people.
Attention 6 figure salary closers!!! We're looking for enthusiastic Inside Sales Representatives ready to crush the next challenge. Sales experience? Awesome, but not necessary. We can teach you everything you need to know. Top candidates Direct Sales Representative position should be super motivated, competitive, eager to get on the phone, tech-savvy, ready to learn and ready to earn. You'll master the art of selling, and you'll work with amazing people. Our mission and culture are unmatched. We offer comprehensive benefits and lots of perks. Ready to win? Read on and apply!
Your Responsibilities:
Drive revenue by acquiring new customers
Make outbound calls to small and medium-sized businesses
Use sales strategies to close deals
Develop expertise across your designated industries
Become a successful sales rep and work your way up the ladder!
Work hard every day, be coachable and bring a contagious positive attitude
Play to Win and Have Fun! Requirements:
You enjoy talking to people and they generally like talking to you
You have both the desire and the ability to learn
You have a commanding Phone presence and be comfortable cold calling
You have expereince with Merchant Cash advance Sales and/or banking/financial industries preferred, but not a deal breaker
You maintain a positive attitude and have the mentality that every deal is fundable
You have superior communication skills, both written and oral
You love closing - or think you might, once you learn how
You prefer working at a fast pace
You're organized, independent, resourceful and diligent
You're a great communicator
You're proficient and savvy with technology
Dec 04, 2018
Full time
Attention 6 figure salary closers!!! We're looking for enthusiastic Inside Sales Representatives ready to crush the next challenge. Sales experience? Awesome, but not necessary. We can teach you everything you need to know. Top candidates Direct Sales Representative position should be super motivated, competitive, eager to get on the phone, tech-savvy, ready to learn and ready to earn. You'll master the art of selling, and you'll work with amazing people. Our mission and culture are unmatched. We offer comprehensive benefits and lots of perks. Ready to win? Read on and apply!
Your Responsibilities:
Drive revenue by acquiring new customers
Make outbound calls to small and medium-sized businesses
Use sales strategies to close deals
Develop expertise across your designated industries
Become a successful sales rep and work your way up the ladder!
Work hard every day, be coachable and bring a contagious positive attitude
Play to Win and Have Fun! Requirements:
You enjoy talking to people and they generally like talking to you
You have both the desire and the ability to learn
You have a commanding Phone presence and be comfortable cold calling
You have expereince with Merchant Cash advance Sales and/or banking/financial industries preferred, but not a deal breaker
You maintain a positive attitude and have the mentality that every deal is fundable
You have superior communication skills, both written and oral
You love closing - or think you might, once you learn how
You prefer working at a fast pace
You're organized, independent, resourceful and diligent
You're a great communicator
You're proficient and savvy with technology
Why we need you:
We have a great application with a codebase that needs some modernizing and streamlining. We have TDD at our core but coverage could be better. We have DI but the implementation is weak.
You are proud of your DRY and SOLID principles and your well tested code. You enjoy digging into an old function that could use a tune-up and aren’t overwhelmed if a pattern needs to be updated / re-implemented across the codebase. You don’t point fingers, you solve problems. You learn from your peers and share your learnings with them.
Our team is small and free of bureaucracy. We make informed decisions and move fast and that’s the way you like it. You are looking to be part of a team where your impact will be noticed.
Your core tenets:
DRY / SOLID Principles
Modern server-side development techniques
Experience with O/RM tooling (EF Code First and Migrations or Dapper a plus)
Recent web development techniques including SPA frameworks and JS Unit testing
Commitment to automated testing
Commitment to continuous integration/delivery
DevOps mentality
Pragmatic prioritization
Rapid, tight delivery cycles
Commitment to continuous technical growth
Clear communication skills (ability to distill complicated technical concepts into business vernacular and back)
Who are we :
In today’s business environment where it’s nearly impossible for small business to get traditional loans, Lendr is revolutionizing the way companies gain access to capital. We offer fast, friction-free cash advances to help small and medium business owners focus on what they do best: grow. We believe in the little guy and are here to empower these businesses to get the capital they need without having to jump through hoops.
Our tools:
C# (.net core)
Angular / Javascript
SQL Server
GIT
Visual Studio Team Services (VSTS)
Octopus
AWS
Resharper, R#
Our Methods:
Agile / Scrum
Automated deployments
Continuous Integration
JOEL Score: 10.5 / 12
Responsibilities:
Recommend and execute improvements to code
Mentor and guide peers to increase code quality
Design and implement maintainable solutions to business problems
Produce clean, efficient code based on specifications
Integrate software components and third-party programs
Troubleshoot, debug and upgrade existing software
Create technical documentation for reference and reporting
Requirements:
Proven experience as a Software Architect, Senior Software Engineer, or similar role
Experience with software design and development in a test-driven environment
Knowledge of coding languages (e.g. C#, JavaScript) and frameworks/systems (e.g. AngularJS)
Experience with dependency injection
Experience with databases
Excited to learn new languages and technologies
Excellent communication skills
Resourcefulness and troubleshooting aptitude
Attention to detail
BSc/BA in Computer Science, Engineering or a related field
Bonus points:
Experience with Salesforce
Experience with Machine Learning, AI
Dec 04, 2018
Full time
Why we need you:
We have a great application with a codebase that needs some modernizing and streamlining. We have TDD at our core but coverage could be better. We have DI but the implementation is weak.
You are proud of your DRY and SOLID principles and your well tested code. You enjoy digging into an old function that could use a tune-up and aren’t overwhelmed if a pattern needs to be updated / re-implemented across the codebase. You don’t point fingers, you solve problems. You learn from your peers and share your learnings with them.
Our team is small and free of bureaucracy. We make informed decisions and move fast and that’s the way you like it. You are looking to be part of a team where your impact will be noticed.
Your core tenets:
DRY / SOLID Principles
Modern server-side development techniques
Experience with O/RM tooling (EF Code First and Migrations or Dapper a plus)
Recent web development techniques including SPA frameworks and JS Unit testing
Commitment to automated testing
Commitment to continuous integration/delivery
DevOps mentality
Pragmatic prioritization
Rapid, tight delivery cycles
Commitment to continuous technical growth
Clear communication skills (ability to distill complicated technical concepts into business vernacular and back)
Who are we :
In today’s business environment where it’s nearly impossible for small business to get traditional loans, Lendr is revolutionizing the way companies gain access to capital. We offer fast, friction-free cash advances to help small and medium business owners focus on what they do best: grow. We believe in the little guy and are here to empower these businesses to get the capital they need without having to jump through hoops.
Our tools:
C# (.net core)
Angular / Javascript
SQL Server
GIT
Visual Studio Team Services (VSTS)
Octopus
AWS
Resharper, R#
Our Methods:
Agile / Scrum
Automated deployments
Continuous Integration
JOEL Score: 10.5 / 12
Responsibilities:
Recommend and execute improvements to code
Mentor and guide peers to increase code quality
Design and implement maintainable solutions to business problems
Produce clean, efficient code based on specifications
Integrate software components and third-party programs
Troubleshoot, debug and upgrade existing software
Create technical documentation for reference and reporting
Requirements:
Proven experience as a Software Architect, Senior Software Engineer, or similar role
Experience with software design and development in a test-driven environment
Knowledge of coding languages (e.g. C#, JavaScript) and frameworks/systems (e.g. AngularJS)
Experience with dependency injection
Experience with databases
Excited to learn new languages and technologies
Excellent communication skills
Resourcefulness and troubleshooting aptitude
Attention to detail
BSc/BA in Computer Science, Engineering or a related field
Bonus points:
Experience with Salesforce
Experience with Machine Learning, AI
AXA Advisors is currently seeking someone to join our team as a Financial Professional. As an AXA Advisors’ Financial Professional, you will:
Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
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 to consumer segments that demand high quality service
Sell financial products and services including life insurance, annuities and investment options
What it takes to be a Financial Professional
A four-year college degree is preferred but not required 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
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 sustain long-term relationships
Must be authorized to work in the United States
MBA, JD, CFP®, CPA or ChFC, a plus
Benefits of working with AXA Advisors
Compensation you control and a complete benefits package
Personalized and comprehensive training and support
Advancement and management opportunities
A work-life balance most financial careers don’t offer
You will receive support that is unparalleled in the industry. To get you up and running, AXA will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.
Career opportunities are with AXA Advisors, LLC (NY, NY 212-314-4600) member FINRA/SIPC, an Equal Opportunity Employer M/F/D/V. GE-136276(04/18)(Exp.04/20)
Dec 04, 2018
Full time
AXA Advisors is currently seeking someone to join our team as a Financial Professional. As an AXA Advisors’ Financial Professional, you will:
Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
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 to consumer segments that demand high quality service
Sell financial products and services including life insurance, annuities and investment options
What it takes to be a Financial Professional
A four-year college degree is preferred but not required 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
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 sustain long-term relationships
Must be authorized to work in the United States
MBA, JD, CFP®, CPA or ChFC, a plus
Benefits of working with AXA Advisors
Compensation you control and a complete benefits package
Personalized and comprehensive training and support
Advancement and management opportunities
A work-life balance most financial careers don’t offer
You will receive support that is unparalleled in the industry. To get you up and running, AXA will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.
Career opportunities are with AXA Advisors, LLC (NY, NY 212-314-4600) member FINRA/SIPC, an Equal Opportunity Employer M/F/D/V. GE-136276(04/18)(Exp.04/20)
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. Requirements: • 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 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. AXA Advisors, LLC, Member FINRA/SIPC is an Equal Opportunity Employer M/F/D/V.
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.
GE- 130475 (1/18) (Exp 1/20)
Dec 04, 2018
Full time
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. Requirements: • 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 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. AXA Advisors, LLC, Member FINRA/SIPC is an Equal Opportunity Employer M/F/D/V.
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.
GE- 130475 (1/18) (Exp 1/20)
Voya Financial
1401 South 52nd Street, Tempe, AZ, USA
Voya Financial is Hiring in Our New TEMPE, AZ Location
Are you looking to start an exciting career in financial services? Voya Financial IS HIRING !
At Voya you will have the opportunity to work with plan participants assisting them with achieving their retirement goals. From first time investors just getting started in their 401(k) plan to seasoned investors exercising stock options; you will learn the products and skills needed to assist them all.
We are seeking employees that thrive in a lively and dynamic call center. This fast-paced work environment provides an excellent opportunity to build a strong foundation for a career in the financial services industry. Some positions offer the opportunity to work toward the FINRA Series 6 registration-one of the fantastic opportunities available for this position. If chosen for a licensed or non-licensed opportunity, Voya will provide you with a paid training period which includes a personalized study track, a team of trainers, a dedicated Team Lead and a Team Manager working with you to keep you on track for testing. From there, the sky is the limit with opportunities to expand your skills and talents either within the call center or throughout the company.
We want you on our team – Take the First Step to advancing your career! Complete an online application and a recruiter will reach out to you to learn more about you and share the details of the position.
Principle Responsibilities:
Answer inbound calls and greet customers with energy and enthusiasm
Build trust and confidence with our customers that we are there to help serve their needs and help them reach their retirement goals
Take an active role in educating customers about our products and services
Assist customers with inquiries about their accounts and retirement goals
Perform multiple tasks/navigate multiple systems simultaneously to service the customer’s account or troubleshoot their questions and issues
Strive for first call resolution, and take true ownership of customer needs and issues
Own your personal development to achieve job proficiency and meet performance goals
Other duties as assigned Knowledge and Experience:
Minimum 1 year of customer service experience in a call center or retail environment
BA/BS preferred by not required
High school diploma, GED or equivalent certification or military experience
Must be customer focused, self-motivated and enjoy working in a busy call center environment
Strong communication and organizational skills are necessary
Experience in the financial services industry is highly desirable but not required
Visit us at www.voya.com/careers Search location: Tempe, AZ for all open positions
Inez Browning, Talent Acquisition Consultant – Inez.Browning@Voya.com
Lina Francis, Talent Acquisition Consultant – Lina.Francis@Voya.com
Kristina DiMartino, Manager, Talent Acquisition Kristina.DiMartino@Voya.com
Nov 28, 2018
Full time
Voya Financial is Hiring in Our New TEMPE, AZ Location
Are you looking to start an exciting career in financial services? Voya Financial IS HIRING !
At Voya you will have the opportunity to work with plan participants assisting them with achieving their retirement goals. From first time investors just getting started in their 401(k) plan to seasoned investors exercising stock options; you will learn the products and skills needed to assist them all.
We are seeking employees that thrive in a lively and dynamic call center. This fast-paced work environment provides an excellent opportunity to build a strong foundation for a career in the financial services industry. Some positions offer the opportunity to work toward the FINRA Series 6 registration-one of the fantastic opportunities available for this position. If chosen for a licensed or non-licensed opportunity, Voya will provide you with a paid training period which includes a personalized study track, a team of trainers, a dedicated Team Lead and a Team Manager working with you to keep you on track for testing. From there, the sky is the limit with opportunities to expand your skills and talents either within the call center or throughout the company.
We want you on our team – Take the First Step to advancing your career! Complete an online application and a recruiter will reach out to you to learn more about you and share the details of the position.
Principle Responsibilities:
Answer inbound calls and greet customers with energy and enthusiasm
Build trust and confidence with our customers that we are there to help serve their needs and help them reach their retirement goals
Take an active role in educating customers about our products and services
Assist customers with inquiries about their accounts and retirement goals
Perform multiple tasks/navigate multiple systems simultaneously to service the customer’s account or troubleshoot their questions and issues
Strive for first call resolution, and take true ownership of customer needs and issues
Own your personal development to achieve job proficiency and meet performance goals
Other duties as assigned Knowledge and Experience:
Minimum 1 year of customer service experience in a call center or retail environment
BA/BS preferred by not required
High school diploma, GED or equivalent certification or military experience
Must be customer focused, self-motivated and enjoy working in a busy call center environment
Strong communication and organizational skills are necessary
Experience in the financial services industry is highly desirable but not required
Visit us at www.voya.com/careers Search location: Tempe, AZ for all open positions
Inez Browning, Talent Acquisition Consultant – Inez.Browning@Voya.com
Lina Francis, Talent Acquisition Consultant – Lina.Francis@Voya.com
Kristina DiMartino, Manager, Talent Acquisition Kristina.DiMartino@Voya.com
Career That Lets You Spend Your Life Living!
As a Financial Representative at Northwestern Mutual, Goodwin, Wright, in Atlanta Georgia , you'll build lasting relationships with your clients and help them achieve their financial goals. This career offers flexibility at a company where hard work is valued and rewarded.
Joining the Northwestern Mutual team in Atlanta gives you:
Exclusive access to a variety of proven solutions and services – from life insurance, disability income insurance and education funding options to retirement planning, estate planning, and business planning.
The chance to become an advisor for a company that has been helping clients achieve financial security for 160 years – one with strength, values and a track record of diversity and inclusion.
Build a business from the ground up with support from mentors and training tools.
Guide clients through a financial planning process, which reflects our belief that over a lifetime, most people will experience many different financial needs and circumstances.
As a financial representative, you'll receive comprehensive learning and development, and ongoing support to help you build your career. Your hard work will be rewarded with opportunities for growth and unlimited earning potential.
Our award-winning training program will help you:
Jump start your career, and maintain high performance over time.
Cultivate and build your own business through learning paths designed to support you as you build your career.
Pursue advanced professional designations and certifications with financial support.
You'll be rewarded with:
Continuous opportunities for advancement through specialization in areas like disability income, long-term care, annuities and investments. You may also choose to become a financial advisor or a wealth management advisor of Northwestern Mutual Wealth Management Company®.
Exceptional income potential: what you earn is directly related to your sales results and the relationships you develop with your clients. Financial representatives are compensated through commissions, renewals and bonuses.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI
* Moody's Investors Service Aaa (highest), 6/2014; A.M. Best Company A++ (highest), 4/2014; Fitch Ratings AAA (highest), 1/2014; Standard & Poor's AA+ (second highest), 7/2014. Ratings are subject to change.
Nov 27, 2018
Full time
Career That Lets You Spend Your Life Living!
As a Financial Representative at Northwestern Mutual, Goodwin, Wright, in Atlanta Georgia , you'll build lasting relationships with your clients and help them achieve their financial goals. This career offers flexibility at a company where hard work is valued and rewarded.
Joining the Northwestern Mutual team in Atlanta gives you:
Exclusive access to a variety of proven solutions and services – from life insurance, disability income insurance and education funding options to retirement planning, estate planning, and business planning.
The chance to become an advisor for a company that has been helping clients achieve financial security for 160 years – one with strength, values and a track record of diversity and inclusion.
Build a business from the ground up with support from mentors and training tools.
Guide clients through a financial planning process, which reflects our belief that over a lifetime, most people will experience many different financial needs and circumstances.
As a financial representative, you'll receive comprehensive learning and development, and ongoing support to help you build your career. Your hard work will be rewarded with opportunities for growth and unlimited earning potential.
Our award-winning training program will help you:
Jump start your career, and maintain high performance over time.
Cultivate and build your own business through learning paths designed to support you as you build your career.
Pursue advanced professional designations and certifications with financial support.
You'll be rewarded with:
Continuous opportunities for advancement through specialization in areas like disability income, long-term care, annuities and investments. You may also choose to become a financial advisor or a wealth management advisor of Northwestern Mutual Wealth Management Company®.
Exceptional income potential: what you earn is directly related to your sales results and the relationships you develop with your clients. Financial representatives are compensated through commissions, renewals and bonuses.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI
* Moody's Investors Service Aaa (highest), 6/2014; A.M. Best Company A++ (highest), 4/2014; Fitch Ratings AAA (highest), 1/2014; Standard & Poor's AA+ (second highest), 7/2014. Ratings are subject to change.
In this role, you’ll:
Start out in our Rapid Response Team taking inbound calls from clients, enter payroll & tax information and answer their questions
Take the initiative to meet and exceed client expectations
Recognize, research, and deliver solutions to clients with your keen problem solving skills
Build your skills and knowledge through completion of self-study training modules to successfully complete required trainings
Have an opportunity to become the client’s primary point of contact and manage their account or move into another role throughout your career path
Build relationships with clients to establish trust and drive retention
Increase client awareness of Paychex services and applicable payroll regulations
Nov 21, 2018
Full time
In this role, you’ll:
Start out in our Rapid Response Team taking inbound calls from clients, enter payroll & tax information and answer their questions
Take the initiative to meet and exceed client expectations
Recognize, research, and deliver solutions to clients with your keen problem solving skills
Build your skills and knowledge through completion of self-study training modules to successfully complete required trainings
Have an opportunity to become the client’s primary point of contact and manage their account or move into another role throughout your career path
Build relationships with clients to establish trust and drive retention
Increase client awareness of Paychex services and applicable payroll regulations
AXA Advisors
11325 North Community House Road, Charlotte, NC, USA
AXA Advisors is currently seeking someone to join our team as a Financial Professional. As an AXA Advisors’ Financial Professional, you will:
Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
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 to consumer segments that demand high quality service
Sell financial products and services including life insurance, annuities and investment options
What it takes to be a Financial Professional
A four-year college degree is preferred but not required 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
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 sustain long-term relationships
Must be authorized to work in the United States
MBA, JD, CFP®, CPA or ChFC designations are a plus, but not required
Benefits of working with AXA Advisors
Compensation you control and a complete benefits package
Personalized and comprehensive training and support
Advancement and management opportunities
A work-life balance most financial careers don’t offer
You will receive support that is unparalleled in the industry. To get you up and running, AXA will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.
Career opportunities are with AXA Advisors, LLC (NY, NY 212-314-4600) member FINRA/SIPC, an Equal Opportunity Employer M/F/D/V. GE-136276(04/18)(Exp.04/20)
Nov 11, 2018
Full time
AXA Advisors is currently seeking someone to join our team as a Financial Professional. As an AXA Advisors’ Financial Professional, you will:
Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
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 to consumer segments that demand high quality service
Sell financial products and services including life insurance, annuities and investment options
What it takes to be a Financial Professional
A four-year college degree is preferred but not required 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
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 sustain long-term relationships
Must be authorized to work in the United States
MBA, JD, CFP®, CPA or ChFC designations are a plus, but not required
Benefits of working with AXA Advisors
Compensation you control and a complete benefits package
Personalized and comprehensive training and support
Advancement and management opportunities
A work-life balance most financial careers don’t offer
You will receive support that is unparalleled in the industry. To get you up and running, AXA will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.
Career opportunities are with AXA Advisors, LLC (NY, NY 212-314-4600) member FINRA/SIPC, an Equal Opportunity Employer M/F/D/V. GE-136276(04/18)(Exp.04/20)
