Commission-Driven Financial Coach & Wealth Planner (Hybrid)

AXA Philippines; Mapandan; Hybrid; PHP 240,000 - 360,000; Full time

Benefits offered by this job

Competitive commissions

Hybrid work options

Mentorship programs

Career growth opportunities

Impactful work

Job summary

AXA Philippines is seeking motivated individuals to join our team as Financial Coaches (Financial Advisors). In this role you will guide clients toward their financial goals by offering guidance on wealth management, insurance, savings, investments, and retirement planning.

You will build lasting relationships through regular reviews and consultations. You’ll participate in training, mentorship, and development programs, with a flexible, hybrid work arrangement to support client-focused

Qualifications

• Bachelor's degree preferred but not required.
• Excellent communication and interpersonal skills.
• Self-motivated, goal-oriented, and willing to learn.
• Ability to work independently and manage time effectively.
• Customer-focused mindset and passion for helping others.
• Willing to undergo training and obtain the necessary industry license.

Responsibilities

• Conduct financial needs analysis and identify clients' financial goals.
• Provide customized financial solutions tailored to clients' needs and objectives.
• Educate clients on the importance of financial planning, insurance, investments, and wealth accumulation.
• Help clients protect their income, assets, health, and future through AXA's financial products and services.
• Build and maintain long-term relationships with clients through regular reviews and consultations.
• Prospect and expand a network of potential clients through referrals, digital platforms, and personal networking.
• Attend training, coaching sessions, and professional development programs.
• Ensure compliance with industry regulations and company standards.

Skills

Communication

Interpersonal skills

Self-motivation

Time management

Customer-focused

Education

Bachelor's degree preferred

Job description

AXA Philippines is seeking motivated individuals to join our team as Financial Coaches (Financial Advisors). In this role you will guide clients toward their financial goals by offering guidance on wealth management, insurance, savings, investments, and retirement planning.

You will build lasting relationships through regular reviews and consultations. You’ll participate in training, mentorship, and development programs, with a flexible, hybrid work arrangement to support client-focused