Career Opportunity for Educators: Financial Advisor (Hybrid) – AXA Philippines

AXA Philippines; Urdaneta; Hybrid; PHP 134,000 - 268,000; Part time

Benefits offered by this job

Commission-based earnings

Hybrid work options

Licensing support

Professional development

Job summary

AXA Philippines is seeking educators or trainers to join as Financial Advisors in Urdaneta City, Pangasinan. This hybrid, part-time role blends classroom background with financial services sales to help clients plan for protection and investment goals.

You’ll build a client base through networking, conduct needs analyses, present suitable products, and pursue ongoing professional development with licensing support.

Qualifications

• Educators or professionals with a strong background in teaching or training.
• Excellent communication and presentation skills.
• Strong organisational and time management abilities.
• Willingness to obtain and maintain appropriate insurance licensing.
• Integrity, professionalism and a client-centric mindset.

Responsibilities

• Identify and cultivate relationships with prospective clients through networking and referrals.
• Conduct needs analyses and financial assessments to understand clients' goals.
• Present and recommend insurance and investment products tailored to clients' needs.
• Prepare and deliver comprehensive financial plans and proposals.
• Facilitate application and policy issuance processes with accurate documentation.
• Provide ongoing client support and follow-up to ensure satisfaction.
• Maintain client records and sales documentation per company policy.
• Participate in product training and professional development programs.
• Meet and exceed personal sales targets and grow client base.
• Build a book of business through excellent service and relationship management.

Job description

About us

AXA Philippines is a leading insurance and financial services provider committed to delivering innovative solutions that protect and empower individuals and families. With a strong heritage of excellence and a mission to make a positive difference in people's lives, we pride ourselves on building lasting relationships with our customers and supporting a diverse workforce of dedicated professionals. Our company culture emphasises integrity, customer-centricity, and continuous learning, making us an employer of choice in the financial services industry.

About the role

We are seeking a Career Opportunity for Educators: Financial Advisor (Hybrid) to join AXA Philippines in Urdaneta City, Pangasinan. This is a part-time position that offers flexibility for educators who wish to build a rewarding second career in financial services. As a Financial Advisor, you will play a crucial role in helping clients make informed financial decisions whilst building a sustainable income stream through commission-based earnings. This hybrid role combines the best of both worlds—working from our office and remotely—allowing you to balance your teaching responsibilities with your professional development in the insurance and investment sectors. Your success in this position will directly impact clients' financial security and contribute to AXA Philippines' mission of providing comprehensive financial protection.

Key responsibilities

• Identify and cultivate relationships with prospective clients through networking, referrals, and community engagement
• Conduct needs analysis and financial assessments to understand clients' protection and investment goals
• Present and recommend appropriate insurance and investment products tailored to clients' specific needs and circumstances
• Prepare and deliver comprehensive financial plans and product proposals to clients
• Facilitate the application and policy issuance process, ensuring all documentation is complete and accurate
• Provide ongoing client support and follow-up to ensure satisfaction and address any concerns
• Maintain detailed client records and sales documentation in accordance with company procedures and regulatory requirements
• Participate in product training sessions and professional development programmes to enhance product knowledge and sales skills
• Meet and exceed personal sales targets and client acquisition goals as set by the organisation
• Build and maintain a book of business through excellent customer service and relationship management

What we're looking for

• Educators or professionals with a strong background in teaching or training, demonstrating excellent communication and presentation skills
• A genuine passion for financial services and a desire to help others achieve their financial goals
• Proven ability to build and maintain professional relationships with diverse clientele
• Strong organisational and time management skills, with the ability to balance multiple priorities and part-time commitments
• Willingness to obtain and maintain the appropriate insurance licensing and certifications required by regulatory authorities
• Basic understanding of financial products, investment principles, and insurance concepts (training will be provided)
• Integrity, professionalism, and a commitment to adhering to the highest ethical standards in client interactions
• Results-driven mindset with the motivation to achieve personal sales targets and grow a client base
• Flexibility to work on a hybrid basis, combining office and remote work arrangements
• Self-motivated and entrepreneurial spirit with the ability to work independently and take initiative

What we offer

At AXA Philippines, we recognise the value of work-life balance and professional growth. This part-time Financial Advisor role offers numerous advantages for educators seeking to expand their career horizons:

• Commission-based earnings with unlimited income potential based on your sales performance and client base development
• Flexible working arrangements that complement your teaching schedule, with hybrid work options allowing you to work from our Urdaneta City office or remotely
• Comprehensive training and ongoing professional development programmes to equip you with product knowledge and sales expertise
• Access to licensing and certification support to help you obtain required insurance qualifications
• Career progression opportunities for high-performing advisors within AXA Philippines
• Competitive benefits package including health and wellness initiatives
• Supportive team environment with experienced mentors and managers dedicated to your success
• Access to marketing and business development resources to support your client acquisition efforts
• Networking opportunities with industry professionals and peer advisors