Financial Coach & Advisor: Build Wealth & Security Flexible

AXA Philippines; Santa Maria; Hybrid; PHP 280,000 - 420,000; Full time

Benefits offered by this job

Competitive commissions

Flexible schedule

Hybrid work

Comprehensive training

Career growth

Job summary

AXA Philippines is seeking motivated individuals to join as Financial Coaches (Financial Advisors). In this role, you will guide clients in wealth management, planning, insurance, and retirement strategies, building lasting relationships and helping families secure their financial future.

You will engage in needs analysis, provide tailored solutions, and educate clients while maintaining compliance. A hybrid work setup and strong training program are offered to support your growth.

Qualifications

• Bachelor's degree preferred but not required.
• Excellent communication and interpersonal skills.
• Self-motivated, goal-oriented, and willing to learn.
• Ability to work independently and manage time effectively.
• Customer-focused mindset and passion for helping others.
• Willing to undergo training and obtain the necessary industry license.

Responsibilities

• Conduct financial needs analysis and identify clients' financial goals.
• Provide customized financial solutions tailored to clients' needs and objectives.
• Educate clients on the importance of financial planning, insurance, investments, and wealth accumulation.
• Help clients protect their income, assets, health, and future through AXA's financial products and services.
• Build and maintain long-term relationships with clients through regular reviews and consultations.
• Prospect and expand a network of potential clients through referrals, digital platforms, and personal networking.
• Attend training, coaching sessions, and professional development programs.
• Ensure compliance with industry regulations and company standards.

Skills

Excellent communication

Interpersonal skills

Self-motivated

Goal-oriented

Time management

Customer-focused

Independent worker

Education

Bachelor's degree preferred but not required

Job description

AXA Philippines is seeking motivated individuals to join as Financial Coaches (Financial Advisors). In this role, you will guide clients in wealth management, planning, insurance, and retirement strategies, building lasting relationships and helping families secure their financial future.

You will engage in needs analysis, provide tailored solutions, and educate clients while maintaining compliance. A hybrid work setup and strong training program are offered to support your growth.