Financial Coach: Hybrid Role, Growth & Commissions

AXA Philippines; Sison; Hybrid; PHP 300,000 - 540,000; Full time

Benefits offered by this job

Hybrid work opportunities

Comprehensive training program

Career growth

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, building lasting client relationships through regular reviews and consultations.

The role emphasizes training, licensing, and a client-centered approach to help families secure their financial future, with flexible hybrid work options and opportunities for career

Qualifications

• 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 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-motivation

Time management

Customer focus

Willing to learn

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, building lasting client relationships through regular reviews and consultations.

The role emphasizes training, licensing, and a client-centered approach to help families secure their financial future, with flexible hybrid work options and opportunities for career