Financial Advisor — Flexible Schedule & Wealth Planning

AXA Philippines - Glendiesse Reyes; Mangaldan; Hybrid; PHP 420,000 - 720,000; Full time

Benefits offered by this job

Commission-based income

Flexible schedule

Health insurance

Trips & incentives

Training & development

Career advancement

Job summary

AXA Philippines is looking for a Financial Consultant to shape clients’ financial futures through tailored insurance, investment, and wealth management solutions. You will build lasting relationships, assess needs, and offer personalized plans while driving sales performance in a hybrid work setup.

The role emphasizes client engagement, strategic financial planning, and ongoing support, with opportunities for commissions, recognition, and career progression within AXA’s expansive network.

Qualifications

• Bachelor’s degree in Finance, Business, or Economics preferred.
• Proven experience in sales, financial advising, or related fields is an advantage.
• Strong understanding of financial products, investment strategies, and wealth management.
• Excellent communication, interpersonal, and presentation skills.
• Highly motivated, goal-oriented, and driven to succeed.
• Willingness to obtain and maintain Insurance Commission licenses.

Responsibilities

• Client Engagement – Meet with individuals, families, and businesses to understand financial goals.
• Financial Planning – Assess client situations and design tailored strategies.
• Insurance & Investment Solutions – Recommend AXA’s life, health, savings, and investment products.
• Sales Development – Prospect new clients, achieve sales targets, and qualify for commissions and bonuses.
• Ongoing Support – Provide after-sales service, policy renewals, and claims assistance.

Skills

Sales

Financial advising

Communication

Interpersonal skills

Presentation skills

Goal-oriented

Insurance licensing

Education

Bachelor's degree in Finance, Business, or Economics

Job description

AXA Philippines is looking for a Financial Consultant to shape clients’ financial futures through tailored insurance, investment, and wealth management solutions. You will build lasting relationships, assess needs, and offer personalized plans while driving sales performance in a hybrid work setup.

The role emphasizes client engagement, strategic financial planning, and ongoing support, with opportunities for commissions, recognition, and career progression within AXA’s expansive network.