The Branch’s Client Retention/Relations Manager’s (CRM) responsibility includes the overall daily administration of the Branch’s Orphan Book of Business. This position is part of the Branch Management Team which includes the Branch General Manager (Gen Mgr.), the Senior Branch Operations Manager (SBOM) the Controls Manager (BCM), the Controls Specialist (BCS) and the District Managers (DMs).
Provide a first point of contact for Orphans and Clients without an assigned Financial Professional (FP)
Provide service work with the help or aid of the members of the CRM Program Team and Receptionist
Use administrative support to send mailings, communications, etc.
Make Outbound Phone Calls in order to make contact and fact-find for opportunities to generate leads for FPs
Identify Marketing opportunities in the Orphan Book of Business (B.O.B.)
Handle Incoming Phone Calls from Clients with no FP assigned to them
Pull information about Clients to help identify potential leads
To attempt to provide around 20 leads per FP enrolled on the CRM Team every week or so
To help FPs understand and be able to explain the benefits of the contracts they are being assigned to work
Facilitate communications within Branch about the success of the CRM Program
Client and Customer Outreach
Interface with the members of the CRM Team and their DMs with issues of performance, workflow, and operating procedures relative to the CRM Program
Generate Client Service and ensure all Client’s needs are met
Get Financial Professionals in front of Client
To build relationships so that FPs have every opportunity to fact-find under favorable circumstances that may uncover additional Client needs
Provide introduction of FP to the Client
Develop a sense of urgency with the Client Base in order to help meet FP and review their accounts
Manage relationships with Orphan Clients
Coordinate Conservation Efforts with HQ and FPs (when appropriate) reporting back to HQ on successful/failures of efforts
Coordinate Marketing efforts with the Marketing Coordinator within the Branch
Non-routine work environment with a diverse team of people at different levels of management
Support HQ initiatives that help develop, improve, or eliminate processes in-order-to create value and more effective and efficient support to the CRM Team and Clients
Act as a resource by sharing time and expertise to assist other CRMs (when knowledgeable) in the development of new outreach programs and training on Contract types, ways to keep records, reporting by the FPs back to CRM, etc.
Coordinate Associate activities, including where applicable, large case support, new business liaison along with Branch New Business Concierge and any other special support needs
Experience in or knowledge of financial services industry
Experience in or knowledge of Insurance, Securities, or Financial Services compliance regulation
Experience with Level 3 or 4 Broker/Dealers or prior FINRA activities extremely helpful
Experience in or knowledge of fee-based Financial Planning extremely helpful
Experience as administration/operations staff, or related AXA experience supporting/interacting with Field personnel/management in administration (5 years minimum)
Understanding of Contracts in areas of Sales, Service, New Business, Compliance, and Administration helpful
Worked in a Team environment that emphasized group contributions
College education, major in business preferred. Graduate business degree helpful.
FINRA Series 7, 66, required
Other FINRA registrations are helpful but not required. Additional exams may be required according to business need
Other related industry designations, certificates, licenses or course work helpful.
About AXA Advisors
“There is no great company without a great purpose: ours is to empower our 107 million customers to live a better life.” Thomas Buberl We are 165000 employees with 107 million customers in 64 countries, and you are on the top of our list to move forward every day! We’re eagerly making the change from being a “payer” to being a “partner” to our customers. Our employees and distributors around the world are ready to work closely together with you to create services and solutions that empower you to live better, today and tomorrow.Discover more: https://www.axa.com/en/about-us/our-purposeDiscover more: https://www.axa.com/en/careers
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