Financial Advisor

AXA Philippines; Makati; On-site; PHP 360,000 - 600,000; Full time

Job summary

AXA Philippines is seeking a Financial Advisor in Makati to assess clients’ financial situations and tailor insurance solutions. You will conduct client meetings, prepare personalized financial plans, explain policy features, and assist with applications and servicing.

You will build long-term client relationships, hit sales targets, and stay current with AXA offerings through ongoing training. This is an on-site role in Makati requiring an ethical, client-centric approach.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, Marketing, or related field.
• Certifications in financial planning or insurance are advantageous.
• Experience in financial advisory and client-focused services.

Responsibilities

• Meet clients to assess financial needs and present suitable solutions.
• Prepare personalized financial plans and explain policy features.
• Assist with applications, documentation, and policy servicing.
• Review portfolios and monitor market developments.
• Attend regular training and maintain long-term client relationships.

Skills

Finance & Financial Planning

Retirement Planning & Investments

Financial Advisory Experience

Communication & Presentation

Sales Aptitude

CRM Tools Proficiency

Education

Bachelor’s degree in Finance/Business/Economics/Marketing

Certifications in financial planning or insurance (advantage)

Tools

CRM systems

Digital tools

Job description

Company Description AXA Philippines is a joint venture between the Paris-based AXA Group and the Metrobank Group, one of the country’s largest financial conglomerates, and is among the largest and fastest-growing insurance companies in the Philippines. The company provides financial security to over 1.5 million individuals through a broad range of life and general insurance solutions. Guided by its purpose to act for human progress by protecting what matters, AXA Philippines focuses on empowering customers to live better lives and simplifying insurance for greater peace of mind. Its product portfolio includes savings and investment solutions, income protection, health coverage, and protection for property, vehicles, marine cargo, personal accidents, bonds, casualty, and engineering risks. AXA Philippines upholds strict data privacy standards, and applicants are encouraged to review its Data Privacy Policy at https://www.axa.com.ph/privacy-policy before submitting any application.

Role Description The Financial Advisor role at AXA Philippines is a full-time, on-site position based in Makati. The Financial Advisor is responsible for assessing clients’ financial situations, identifying their protection and investment needs, and recommending appropriate life and general insurance solutions. Daily tasks include conducting client meetings, preparing personalized financial plans, explaining policy features and benefits, and assisting clients with applications, documentation, and policy servicing. The role also involves ongoing portfolio review, monitoring market and product developments, and participating in training sessions to stay updated on AXA offerings and industry trends. Financial Advisors are expected to build and maintain long-term client relationships, achieve individual and team sales targets, and uphold AXA’s standards of ethical conduct and customer-centric service.

Qualifications

• Strong foundation in finance and financial planning, with the ability to analyze client needs and craft appropriate solutions (Financial Planning, Finance).
• Proficiency in retirement planning and investments, including explaining risk, return, and long-term strategies in clear, accessible terms (Retirement Planning, Investments).
• Experience or interest in providing professional financial advisory services, with a client-focused and ethical approach (Financial Advisory).
• Excellent communication, interpersonal, and presentation skills, with the ability to build trust and maintain long-term client relationships.
• Goal-oriented mindset, strong sales aptitude, and the ability to work effectively in a performance-driven environment.
• Bachelor’s degree in Finance, Business, Economics, Marketing, or a related field is preferred; relevant certifications in financial planning or insurance are an advantage.
• Comfort with using digital tools and CRM systems to manage client information and sales activities.
• Willingness to work on-site in Makati and attend regular training, meetings, and client appointments.