Financial Coach - Build Wealth & Secure Futures (Hybrid)

AXA Philippines; Anda; Hybrid; PHP 220,000 - 420,000; Full time

Benefits offered by this job

Competitive commissions

Flexible schedule

Comprehensive training

Career growth

Mentorship programs

Job summary

AXA Philippines is seeking motivated individuals to become Financial Coaches (Financial Advisors). You will guide clients in wealth management, financial planning, insurance protection, savings, investments, and retirement planning, building lasting relationships to improve their financial well-being.

The role focuses on identifying client goals, delivering tailored solutions, and educating on comprehensive financial planning while complying with industry regulations and company 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.

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

Excellent communication

Self-motivated

Independent work

Customer-focused

Willing to learn

Education

Bachelor's degree preferred but not required

Job description

AXA Philippines is seeking motivated individuals to become Financial Coaches (Financial Advisors). You will guide clients in wealth management, financial planning, insurance protection, savings, investments, and retirement planning, building lasting relationships to improve their financial well-being.

The role focuses on identifying client goals, delivering tailored solutions, and educating on comprehensive financial planning while complying with industry regulations and company standards.