Financial Advisor

AXA Philippines; Philippines; Remote; PHP 240.000 - 480.000; Vollzeit

Zusammenfassung

AXA Philippines seeks a full-time Financial Advisor for a remote role based in Iligan City/Cagayan de Oro City. You will engage clients to understand financial goals, risk tolerance and protection needs, and recommend AXA life and general insurance products.

You will conduct financial needs analyses, prepare customized financial plans, explain product features, assist with policy applications, queries and claims, and participate in trainings using digital tools to manage client interactions and

Qualifikationen

• College graduate, any degree is welcome.
• Good communication and interpersonal skills.
• Can commit time and effort to the role.
• Has grit, initiative, and a genuine heart to serve and help others.
• Open to building meaningful relationships and creating an impact in people’s lives.
• Background in sales, finance, banking, or customer service is a plus.

Aufgaben

• Conduct financial needs analyses
• Prepare customized financial plans
• Explain product features and benefits
• Assist clients with policy applications, queries and claims-related concerns
• Participate in trainings
• Use digital tools and platforms to manage client interactions and sales activities

Kenntnisse

Communication skills

Interpersonal skills

Initiative

Grit

Ausbildung

Any degree

Jobbeschreibung

About the role

This is a full time remote role for a Financial Advisor at AXA Philippines based in Iligan City/Cagayan de Oro City. The Financial Advisor will engage with prospective and existing clients to understand their financial goals, risk tolerance, and protection needs, and recommend appropriate AXA life and general insurance products.

Key responsibilities

• Conduct financial needs analyses
• Prepare customized financial plans
• Explain product features and benefits
• Assist clients with policy applications, queries and claims-related concerns
• Participate in trainings
• Use digital tools and platforms to manage client interactions and sales activities

About you

• College graduate, any degree is welcome
• Good communication and interpersonal skills
• Can commit time and effort to the role
• Has grit, initiative, and a genuine heart to serve and help others
• Open to building meaningful relationships and creating an impact in people's lives
• Background in sales, finance, banking, or customer service is a plus

About us

AXA Philippines is a joint venture between the global AXA Group, based in Paris, GT Capital Holdings and Metrobank. The company is among the largest and fastest-growing insurance providers in the country, offering financial security to over 1.5 million individuals. Guided by the purpose "to act for human progress by protecting what matters," AXA Philippines focuses on empowering customers to live better lives through simplified insurance solutions. The organization offers a full range of life and general insurance products, including savings and investment solutions, income protection, health coverage, and property and casualty protection.