Financial Coach & Advisor | Hybrid Work & Growth

AXA Philippines; Binalonan; Hybrid; PHP 279,000 - 670,000; Full time

Benefits offered by this job

Hybrid work

Training & mentorship

Career growth

Commissions

Job summary

AXA Philippines is seeking motivated individuals to join our team as Financial Coaches (Financial Advisors). You will guide clients toward their financial goals through wealth management, insurance, savings, investments, and retirement planning, building lasting relationships and making a positive impact on families' financial health.

You will grow your career through training, coaching, and professional development, while earning competitive commissions and enjoying a flexible hybrid work

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

Interpersonal skills

Self-motivated

Independence

Time management

Customer-focused

Education

Bachelor's degree preferred but not required

Job description

AXA Philippines is seeking motivated individuals to join our team as Financial Coaches (Financial Advisors). You will guide clients toward their financial goals through wealth management, insurance, savings, investments, and retirement planning, building lasting relationships and making a positive impact on families' financial health.

You will grow your career through training, coaching, and professional development, while earning competitive commissions and enjoying a flexible hybrid work