Job Purpose
In the UK, AXA occupies market leading positions in three of its main markets. These are life insurance, health insurance and general insurance. We are the second largest company in the Life and Health insurance (stock) market and the sixth largest company in Europe (Fortune Global 500 2007). In 2010 we have been listed as one of Britain's top employers by the CRF Institute which is an independant organisation that identifies top performers in the areas of HR leadership and strategy. In this role you will provide effective support and pre sales services to Business Development Managers (BDM's) and Independent Financial Advisors (IFA's) You will also contribute to the development of excellent working relationships with IFAs and provide information and technical support to IFAs on AXA Wealth's products and proposition. Please Note: We are recruiting for 2 fixed term contracts for 12 months
Key Personal Responsibilities
- Research and develop understanding of the customer base, and opportunities to focus BDM efforts.
- Proactively call target IFAs to broaden understanding of AXA Wealth offerings and generate quotes from those IFAs.
- Follow-up of opportunities identified through BDM contact and through telephone based contact with IFAs.
- Answer customer queries efficiently and accurately.
- Accurately deal with requests for literature and further product information.
- Complete quote requests with IFAs/BDMs and ensure that quotations are produced accurately.
- Identify IFAs who have stopped using AXA Wealth and try to understand their issues and buying criteria to improve business retention.
Knowledge and Qualifications
- CF1 or equivalent preferable
- Ability to work flexibly as part of a larger team
- Knowledge of industry, products & comparative selling points
- Financial Services Experience within Life and Pensions preferable
- Good interpersonal & self-management skills
- Research, monitoring & reporting skills
- Good PC skills & telephone manner
What will you get from this role?
As one of the foremost employers within our industry you will be eligible to benefit from: Company Benefits A competitive salary - reviewed annually against market. Up to 15% Annual Bonus Scheme - based on personal and company performance. Contributory Pension Scheme. 23 Days annual leave plus Bank Holidays. Support towards achieving a nationally recognised Financial Service's Qualification. Staff discounts on our own products and services - eg Car Insurance, Home Insurance, Pet Insurance, Medical Insurance, Denplan, Private Medical Insurance etc. Eye Care - Regular VDU users are eligible for a free eyesight test plus a contribution towards the cost of glasses. AXA Shares Scheme - open to all employees. A friendly, open plan office environment. Restaurant. Confidential Employee Assistance Helpline. Employee external discounts - eg Gym Subsidies and various social events eg Shopping Trips to London, Theatre Visits, Family Fun Days, Theme Park Visits. Award winning community links with our "Hearts in Action" scheme. My External Discounts - A fantastic discounted site where you can access over 1100 retailers online - Great discounts PLUS Cashback PLUS discounted gift vouchers
Additional Information
If you would like to apply for this role please apply online. You will be asked to answer a few basic questions and also upload your CV. This will only take a few minutes of your time. Resourcing Contact: Siobhan Dunne siobhan.dunneaxa-sunlife.co.uk Please do not email your CV.
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