Financial Coach & Advisor | Wealth Planning & Insurance

AXA Philippines; Aguilar; Hybrid; PHP 300,000 - 540,000; Full time

Job summary

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

You will analyze client needs, propose tailored solutions, educate on planning concepts, and grow a network of clients through referrals and digital platforms while maintaining

Qualifications

• Bachelor's degree optional
• Excellent communication and interpersonal skills
• Self-motivated and goal-oriented
• Ability to work independently and manage time effectively
• Customer-focused mindset and passion for helping others
• Willing to undergo training and obtain 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 financial planning, insurance, investments, and wealth accumulation
• Help clients protect 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 via referrals, digital platforms, and networking
• Attend training, coaching sessions, and professional development programs
• Ensure compliance with industry regulations and company standards

Job description

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

You will analyze client needs, propose tailored solutions, educate on planning concepts, and grow a network of clients through referrals and digital platforms while maintaining