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Senior Advanced Market Consultant
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Country: USA
Location: New York-New York City NEW YORK, NY 10104
Total applied: 40 Job Category:Marketing/Product
Education Level:Master's Degree
Location:NEW YORK, NY 10104
Status:Full Time, Employee
Occupations:Brand/Product Marketing;General/Other: Marketing/Product
Career Level:Experienced (Non-Manager)
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Senior Advanced Market Consultant
Just don’t have a career. Shape it… and Enjoy it. AXA Equitable is a global leader in the financial protection industry, providing solutions that allow our clients to accumulate and secure the financial resources they’ll look to depend on throughout the various stages of their lives. It’s a tough commitment, and we need your candor, insight and diligence to ensure we deliver on our promise to our clients, our shareholders and the communities where we conduct business. Your future belongs to you. And while we can’t predict where you’ll be, we can promise an interesting journey as you explore and advance your career with us. Along the way, you’ll be encouraged collaborate with colleagues, and seek out challenging assignments at AXA Equitable—and abroad with AXA Group—where your creativity, resourcefulness and ingenuity will facilitate the development of novel business solutions for our clients and business partners.The relationships you’ll cultivate, and the experiences you’ll gain with us, are invaluable and rewarding. But that’s only part of what you’ll receive. We also reward you with competitive base compensation, performance incentives and Total Rewards that include an impressive range of health, wellness and wealth accumulation programs such as a pension, 401(k) and stock purchase plan. Visit www.axa-equitable.com to learn more.
Job Description: This position will be responsible for the NQDC, COLI and BOLI area of the AXA Advanced Markets department reporting within the Tax and Legal team. This position will oversee and provide case consultation in the complex executive benefit area including planning, tax and legal issues for NQDC, COLI and BOLI as well as assisting in case consultation in general advanced markets areas such as business, estate or charitable planning. Review marketing material and client presentations illustrating the complex techniques used in advanced planning addressing both the legal and tax issues. This position will also investigate new markets to determine risk/reward and sales opportunities. Identify tools and resources to be considered including the review and testing of software. This position may also manage special projects for financial professionals or producer group members as assigned.
Job Requirements: Graduate Degree such as: J.D., LL.M., MBA, or CPA, Additional designation such as CFP, CLU, ChFC helpful but not required. Work experience in the exective benefits area (NQDC, COLI, BOLI) for a term of at least 7 years. Series 7, 66 Good verbal and written communication skills Highly motivated and self-starter Comfortable in public speaking engagements Understand and able to use Microsoft applications such as PowerPoint, Word, Excel and Access Some travel to member meetings will be required
In addition to competitive compensation and an outstanding benefits package including 401 (k), pension and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment. EOE M/F/D/ V.
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. College Degree
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