Financial Advisor & Wealth Planner (Hybrid, Commission)

AXA Philippines - Glendiesse Reyes; Pozorrubio; Hybrid; PHP 300,000 - 550,000; Full time

Benefits offered by this job

Commission-based income

Hybrid schedule

Health and life insurance coverage

Annual trips and incentives

Training and development programs

Promotion opportunities

Job summary

AXA Philippines is hiring a Financial Consultant to help clients shape their financial futures through personalized insurance, investments, and retirement solutions. You will build trust, identify financial goals, and offer tailored plans while driving sales performance.

The role emphasizes ongoing client engagement, after-sales support, and potential commissions and career growth through leadership opportunities.

Qualifications

• Bachelor’s degree in Finance, Business, or Economics preferred.
• Experience in sales, financial advising, or related fields is an advantage.
• Strong understanding of financial products, investments, and wealth management.

Responsibilities

• Meet individuals, families, and businesses to understand financial goals.
• Assess client situations and design tailored financial strategies.
• Recommend AXA life, health, savings, and investment products.

Skills

Sales & client engagement

Financial advisory

Investment strategies

Wealth management

Communication skills

Presentation skills

Education

Bachelor’s degree in Finance/Business/Economics

Job description

AXA Philippines is hiring a Financial Consultant to help clients shape their financial futures through personalized insurance, investments, and retirement solutions. You will build trust, identify financial goals, and offer tailored plans while driving sales performance.

The role emphasizes ongoing client engagement, after-sales support, and potential commissions and career growth through leadership opportunities.