Financial Advisor (Part-time/Full Time)

AXA Philippines - JT Unit; Cebu City; On-site; PHP 300,000 - 420,000; Full time

Job summary

AXA Philippines - JT Unit is seeking a Financial Advisor to help clients identify their financial needs and goals, and provide personalized planning and insurance solutions. You will build and maintain strong client relationships while developing skills in sales, customer service, and business development.

You will conduct consultations, develop plans, present suitable solutions, and pursue training and licensing to advance your career in financial services.

Qualifications

• Bachelor's degree preferred.
• With or without prior sales or financial services experience.
• Background in sales, customer service, banking, insurance, marketing, or business development is an advantage.
• Strong communication and interpersonal skills.
• Customer-focused, proactive, and goal-oriented.
• Willing to undergo training and complete required licensing requirements.
• Open to career shifters and professionals looking to develop a career in financial services.

Responsibilities

• Conduct client consultations and financial needs analysis.
• Develop personalized financial plans based on client goals and priorities.
• Present appropriate insurance and financial solutions.
• Build and maintain long-term client relationships.
• Identify potential clients through networking, referrals, and business development activities.
• Provide excellent customer service and ongoing client support.
• Attend training, coaching, and professional development programs.
• Meet agreed performance and business development objectives.
• Maintain professional and ethical standards in dealing with clients.

Skills

Communication skills

Interpersonal skills

Customer-focused

Proactive

Goal-oriented

Education

Bachelor's degree preferred

Job description

Job Description

As a Financial Advisor, you will help clients identify their financial needs and goals and provide personalized financial planning and insurance solutions. You will build and maintain strong client relationships while developing your skills in sales, customer service, and business development.

Key Responsibilities

• Conduct client consultations and financial needs analysis

• Develop personalized financial plans based on client goals and priorities

• Present appropriate insurance and financial solutions

• Build and maintain long-term client relationships

• Identify potential clients through networking, referrals, and business development activities

• Provide excellent customer service and ongoing client support

• Attend training, coaching, and professional development programs

• Meet agreed performance and business development objectives

• Maintain professional and ethical standards in dealing with clients

Qualifications

• Bachelor's degree preferred

• With or without prior sales or financial services experience

• Background in sales, customer service, banking, insurance, marketing, or business development is an advantage

• Strong communication and interpersonal skills

• Customer-focused, proactive, and goal-oriented

• Willing to undergo training and complete required licensing requirements

• Open to career shifters and professionals looking to develop a career in financial services