Financial Coach: Flexible Hybrid Role in Wealth Growth

AXA Philippines; Calasiao; Hybrid; PHP 180,000 - 360,000; Full time

Job summary

AXA Philippines is looking for motivated and driven individuals to join our team as Financial Coaches (Financial Advisors). In this role, you will help clients achieve their financial goals by providing professional guidance on wealth management, financial planning, insurance protection, savings, investments, and retirement planning.

You will build meaningful relationships while making a positive impact on the financial well-being of individuals and families.

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

Communication skills

Interpersonal skills

Self-motivated

Goal oriented

Time management

Customer focus

Industry license

Education

Bachelor's degree preferred

Job description

AXA Philippines is looking for motivated and driven individuals to join our team as Financial Coaches (Financial Advisors). In this role, you will help clients achieve their financial goals by providing professional guidance on wealth management, financial planning, insurance protection, savings, investments, and retirement planning.

You will build meaningful relationships while making a positive impact on the financial well-being of individuals and families.