Financial Advisor

AXA Philippines - Glendiesse Reyes; Infanta; On-site; PHP 180,000 - 360,000; Full time

Benefits offered by this job

Flexible work schedule

Unlimited income potential throughcomm

Comprehensive training and mentorship

Career growth and leadership

Access to professional development

Job summary

AXA Philippines – Glorious Life Branch seeks motivated Financial Advisors to help clients achieve their financial goals by offering insurance, investment, and wealth management solutions. Training and licensing examinations are required to qualify.

You will build relationships, assess needs, educate clients on plans, and conduct meetings and reviews. The role offers flexible schedules with commissions and incentives, plus comprehensive training and mentorship to support career growth.

Qualifications

• Bachelor's Degree graduate (any course).
• 1-2 years of sales experience preferred.
• Excellent communication and interpersonal skills.
• Willing to undergo training and licensing examinations.
• Self-motivated, goal-driven, and coachable.
• Open to both full-time and part-time opportunities.

Responsibilities

• Build and maintain strong relationships with clients.
• Assess clients' financial needs and recommend suitable financial solutions.
• Educate clients on insurance, savings, investment, and protection plans.
• Conduct client meetings and financial reviews.
• Generate and cultivate new business opportunities.
• Attend company trainings, meetings, and professional development programs.
• Meet personal and team sales targets.

Skills

Excellent communication

Interpersonal skills

Sales experience

Self-motivated

Coachable

Education

Bachelor's degree

Job description

Position: Financial Advisor
Location: AXA Philippines – Glorious Life Branch

Job Summary:
We are looking for motivated and goal-oriented individuals to join our team as Financial Advisors. In this role, you will help clients achieve their financial goals by providing insurance, investment, and wealth management solutions. Successful candidates must be willing to undergo training and licensing examinations required to become a Licensed Financial Advisor.

Responsibilities

• Build and maintain strong relationships with clients.

• Assess clients' financial needs and recommend suitable financial solutions.

• Educate clients on insurance, savings, investment, and protection plans.

• Conduct client meetings and financial reviews.

• Generate and cultivate new business opportunities.

• Attend company trainings, meetings, and professional development programs.

• Meet personal and team sales targets.

Qualifications

• Bachelor's Degree graduate (any course).

• With 1-2 years of sales experience preferred.

• Excellent communication and interpersonal skills.

• Willing to undergo training and licensing examinations.

• Self-motivated, goal-driven, and coachable.

• Open to both full-time and part-time opportunities.

Benefits

• Flexible work schedule.

• Unlimited income potential through commissions and incentives.

• Comprehensive training and mentorship.

• Career growth and leadership opportunities.

• Access to professional development programs.