Financial Coach

AXA Philippines - Glendiesse Reyes; Santa Maria; On-site; PHP 400,000 - 670,000; Full time

Benefits offered by this job

Flexible work schedule

Unlimited income potential through com

Professional training and mentorship

Career growth and leadership

Local and international travel Incent

Purpose-driven and rewarding career

Job summary

AXA Philippines - Glendiesse Reyes is seeking a Financial Coach (Financial Advisor) to guide clients toward financial security through personalized planning, insurance, savings, and investments. You will build relationships, prospect clients, and continuously develop your knowledge through training and licensing.

You can look forward to a flexible schedule, unlimited income potential through commissions, mentorship, career growth, and travel incentives as you help individuals and families

Qualifications

• Bachelor's degree in any field.
• Fresh graduates welcome to apply.
• Sales experience is an advantage but not required.
• Strong communication and interpersonal skills.
• Goal-oriented and self-motivated.
• Passionate about helping people achieve their financial goals.
• Willing to undergo training and licensing.

Responsibilities

• Provide personalized financial planning and protection solutions to clients.
• Educate clients on insurance, savings, investments, and wealth-building strategies.
• Conduct financial needs analysis and recommend appropriate financial products.
• Build and maintain strong relationships with clients.
• Assist clients in securing their financial future through proper planning.
• Prospect and connect with potential clients through referrals, networking, and social media.
• Continuously develop knowledge and skills through training and professional development programs.

Skills

Strong communication

Interpersonal skills

Sales experience

Goal-oriented

Self-motivated

Passionate about helping others

Education

Bachelor's Degree (any field)

Job description

Job Description

Are you passionate about helping people achieve financial security and life goals? Join our team as a Financial Coach (Financial Advisor) and make a meaningful impact by guiding individuals and families toward a brighter financial future.

Key Responsibilities

• Provide personalized financial planning and protection solutions to clients.
• Educate clients on insurance, savings, investments, and wealth-building strategies.
• Conduct financial needs analysis and recommend appropriate financial products.
• Build and maintain strong relationships with clients.
• Assist clients in securing their financial future through proper planning.
• Prospect and connect with potential clients through referrals, networking, and social media.
• Continuously develop knowledge and skills through training and professional development programs.

Qualifications

• Bachelor's Degree (any course)
• Fresh graduates are welcome to apply
• Sales experience is an advantage but not required
• Strong communication and interpersonal skills
• Goal-oriented and self-motivated
• Passionate about helping people achieve their financial goals
• Willing to undergo training and licensing

What We Offer

• Flexible work schedule
• Unlimited income potential through commissions and incentives
• Professional training and mentorship
• Career growth and leadership opportunities
• Local and international travel incentives
• Purpose-driven and rewarding career

Location

Dagupan City and nearby areas

More than a career, it's a calling. Become a Financial Coach and be a blessing to others while building your own success.