Financial Advisor

AXA Philippines - Glendiesse Reyes; Lingayen; Presencial; PHP 240.000 - 420.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Flexible work schedule

Unlimited income potential through_com

Comprehensive training and mentorship

Career growth and leadership

Descripción de la vacante

AXA Philippines is seeking motivated Financial Advisors to help clients achieve financial goals by providing insurance, investment, and wealth management solutions. Successful candidates will undergo training and licensing examinations to become Licensed Financial Advisors.

The role emphasizes building client relationships, assessing needs, educating on plans, and meeting sales targets. Both full-time and part-time opportunities are available, with ongoing training and development.

Formación

• Bachelor's degree in any field.
• 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.

Responsabilidades

• 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.

Conocimientos

Sales experience

Excellent communication

Interpersonal skills

Coachable

Self-motivated

Goal-driven

Educación

Bachelor's Degree (any field)

Descripción del empleo

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.