Financial Coach & Advisor — Flexible Hybrid Career

AXA Philippines; Urbiztondo; Hybrid; PHP 240,000 - 360,000; Full time

Job summary

AXA Philippines is seeking motivated individuals to join as Financial Coaches (Financial Advisors). You will guide clients on wealth management, savings, investments, retirement planning, and insurance protection; building lasting relationships through regular reviews and referrals.

Benefiting from comprehensive training, mentorship, and compliance with industry standards, you will empower families to achieve secure financial futures in a hybrid work setup.

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

Communication skills

Interpersonal skills

Self-motivation

Independent worker

Customer-focused

Licensure training

Education

Bachelor's degree preferred but not required

Job description

AXA Philippines is seeking motivated individuals to join as Financial Coaches (Financial Advisors). You will guide clients on wealth management, savings, investments, retirement planning, and insurance protection; building lasting relationships through regular reviews and referrals.

Benefiting from comprehensive training, mentorship, and compliance with industry standards, you will empower families to achieve secure financial futures in a hybrid work setup.