Financial Coach & Advisor — Hybrid, Impactful Wealth Planning

AXA Philippines; Manaoag; Hybrid; PHP 300,000 - 480,000; Full time

Benefits offered by this job

Competitive commissions

Incentives and bonuses

Flexible schedule

Job summary

AXA Philippines is seeking motivated individuals to join as Financial Coaches (Financial Advisors). You will guide clients on wealth management, financial planning, insurance, savings, investments, and retirement planning, building lasting relationships and driving financial well-being for families.

You will educate clients, tailor solutions, and expand your network through referrals and digital platforms while undergoing ongoing training and professional development.

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

Self-motivation

Goal orientation

Time management

Customer focus

Education

Bachelor's degree preferred

Job description

AXA Philippines is seeking motivated individuals to join as Financial Coaches (Financial Advisors). You will guide clients on wealth management, financial planning, insurance, savings, investments, and retirement planning, building lasting relationships and driving financial well-being for families.

You will educate clients, tailor solutions, and expand your network through referrals and digital platforms while undergoing ongoing training and professional development.