Financial Coach: Build Wealth & Secure Futures (Hybrid)

AXA Philippines; San Manuel; Hybrid; PHP 180,000 - 300,000; Full time

Benefits offered by this job

Competitive commissions

Hybrid work schedule

Comprehensive training

Career growth opportunities

Licensing support

Job summary

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

The role emphasizes building relationships and positively impacting financial well-being for individuals and families. Responsibilities include needs analysis, delivering personalized financial solutions, ongoing client reviews, and adherence to regulatory

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 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 financial products.
• Build and maintain long-term client relationships through reviews and consultations.
• Prospect and expand a network of potential clients through referrals and networking.
• Attend training, coaching sessions, and professional development programs.
• Ensure compliance with industry regulations and company standards.

Skills

Communication skills

Interpersonal skills

Self-motivation

Time management

Sales mindset

Education

Bachelor's degree preferred

Job description

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

The role emphasizes building relationships and positively impacting financial well-being for individuals and families. Responsibilities include needs analysis, delivering personalized financial solutions, ongoing client reviews, and adherence to regulatory