Financial Advisor

AXA Philippines - Glendiesse Reyes; Mapandan; On-site; PHP 300,000 - 600,000; Full time

Benefits offered by this job

Flexible work schedule

Unlimited income potential through/ &/

Job summary

AXA Philippines – Glorious Life Branch is seeking motivated Financial Advisors to help clients achieve their financial goals by offering insurance, investment, and wealth management solutions. Training and licensing examinations will be provided to become a Licensed Financial Advisor.

Responsibilities include building relationships, assessing client needs, educating on plans, conducting meetings, generating new business, attending trainings, and meeting sales targets.

Qualifications

• Bachelor's Degree in any field.
• 1-2 years 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

1-2 years sales experience

Excellent communication

Interpersonal skills

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.