Financial Advisor

AXA Philippines - Glendiesse Reyes; Labrador; On-site; PHP 350,000 - 550,000; Full time

Benefits offered by this job

Flexible work schedule

Unlimited income potential through Com

Comprehensive training and mentorship

Career growth and leadership opportuni

Access to professional development

Job summary

AXA Philippines – Glorious Life Branch is seeking motivated Financial Advisors who will help clients achieve financial goals through insurance, investment, and wealth management solutions. The role requires undergoing training and licensing exams to become a Licensed Financial Advisor, with opportunities for career growth and high commission earnings.

You will build relationships, assess needs, educate clients, conduct meetings, and drive sales while embracing ongoing professional development

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

Communication skills

Sales experience

Self-motivated

Coachable

Education

Bachelor's Degree (any course)

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.