Financial Coach: Build Wealth & Secure Futures (Hybrid)

AXA Philippines; Agno; Hybrid; PHP 335,000 - 670,000; Full time

Benefits offered by this job

Competitive commissions

Hybrid work

Training programs

Career growth

Mentorship

Job summary

AXA Philippines is seeking motivated individuals to join as Financial Coaches (Financial Advisors). You will guide clients in wealth management, financial planning, and retirement strategies, building lasting relationships.

You will educate clients on insurance products, investments, and savings; conduct needs analysis; provide tailored solutions; drive referrals and network; participate in training and compliance.

Qualifications

• Bachelor's degree preferred but not required.
• Excellent communication and interpersonal skills.
• Self-motivated and goal-oriented; eager to learn.
• Ability to work independently and manage time effectively.
• Customer-focused mindset with a 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

Time management

Customer-focused

Willing to learn

Industry license training

Education

Bachelor's degree

Job description

AXA Philippines is seeking motivated individuals to join as Financial Coaches (Financial Advisors). You will guide clients in wealth management, financial planning, and retirement strategies, building lasting relationships.

You will educate clients on insurance products, investments, and savings; conduct needs analysis; provide tailored solutions; drive referrals and network; participate in training and compliance.