Financial Coach: Build Secure Futures (Hybrid & Flexible)

AXA Philippines; Balungao; Hybride; PHP 360 000 - 600 000; Plein temps

Avantages offerts par ce poste

Competitive commissions

Flexible schedule

Training & mentorship

Career growth

Impactful work

Résumé du poste

AXA Philippines is seeking motivated individuals to join as Financial Coaches (Financial Advisors). You will guide clients in wealth management, financial planning, insurance, savings, investments, and retirement planning.

You will build relationships, educate clients, expand your network through referrals and digital platforms, and participate in ongoing training while complying with industry standards.

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.

Responsabilités

• 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.

Connaissances

Communication

Interpersonal skills

Self-motivated

Independent worker

Customer focus

Willing to learn

Formation

Bachelor's degree preferred

Description du poste

AXA Philippines is seeking motivated individuals to join as Financial Coaches (Financial Advisors). You will guide clients in wealth management, financial planning, insurance, savings, investments, and retirement planning.

You will build relationships, educate clients, expand your network through referrals and digital platforms, and participate in ongoing training while complying with industry standards.