Financial Advisor

AXA PHILIPPINES; Pogo Grande; On-site; PHP 300,000 - 600,000; Full time

Job summary

AXA Philippines is seeking a Financial Advisor to help clients identify protection and planning needs and to recommend suitable insurance and financial solutions. The role involves building client relationships, generating leads, conducting presentations, and providing ongoing service.

You will meet sales targets, attend training and licensing as required, and maintain accurate client records. Strong communication, customer orientation and resilience are essential to succeed in a dynamic

Qualifications

• College degree or college level is preferred.
• Strong communication and interpersonal skills are required.
• Ability to learn and adapt to new products and regulations.

Responsibilities

• Identify and connect with potential clients through personal networks, referrals, social media, events, and other lead-generation activities.
• Conduct client meetings and needs-based financial discussions to understand clients' goals and priorities.
• Present and explain insurance, protection, savings, and other available financial solutions clearly and professionally.
• Recommend appropriate solutions based on the client's needs, financial goals, and situation.
• Build and maintain strong, long-term relationships with clients.
• Assist clients throughout the application and policy process and provide after-sales service.
• Follow up with prospective clients and manage leads to support business growth.
• Meet individual sales and activity goals while following company policies, ethical standards, and regulatory requirements.
• Attend required training, coaching sessions, meetings, and company activities.
• Keep client records and sales-related documents accurate and updated.

Skills

Communication

Interpersonal skills

Customer orientation

Lead generation

Presentation skills

Sales mindset

Self-motivation

Relationship-building

Resilience

Licensing readiness

Education

College degree or college level

Job description

About the role

The Financial Advisor is responsible for helping clients identify their financial protection and planning needs and recommending suitable insurance and financial solutions. The role involves building client relationships, generating leads, conducting presentations, and providing continuous service and support to clients.

Key responsibilities

• Identify and connect with potential clients through personal networks, referrals, social media, events, and other lead-generation activities.




• Conduct client meetings and needs-based financial discussions to understand clients' goals and priorities.




• Present and explain insurance, protection, savings, and other available financial solutions clearly and professionally.




• Recommend appropriate solutions based on the client's needs, financial goals, and situation.




• Build and maintain strong, long-term relationships with clients.




• Assist clients throughout the application and policy process and provide after-sales service.




• Follow up with prospective clients and manage leads to support business growth.




• Meet individual sales and activity goals while following company policies, ethical standards, and regulatory requirements.




• Attend required training, coaching sessions, meetings, and company activities.




• Keep client records and sales-related documents accurate and updated.

About you

• College graduate or at least college level.




• Strong communication and interpersonal skills.




• Customer-oriented, responsible, and willing to learn.




• Goal-driven and willing to work with sales targets.




• Able to build relationships and communicate with different types of people.




• Experience in sales, marketing, customer service, or financial services is an advantage but not required.




• Must be willing to undergo training and licensing requirements, when applicable.




• Communication and presentation skills.




• Relationship-building and networking.




• Self-motivation and resilience.