Financial Advisor: Client Planning & Investments

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

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.