Financial Coach: Hybrid Role with Flexible Schedule

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

Benefits offered by this job

Competitive commissions

Flexible hybrid work

Comprehensive training

Career growth opportunities

Meaningful impact

Job summary

AXA Philippines is seeking motivated individuals to join as Financial Coaches (Financial Advisors). You will guide clients in wealth management, insurance, savings, investments, and retirement planning, building trust and helping families secure their financial future.

The role emphasizes needs analysis, customized solutions, ongoing reviews, and professional development through training and licensing.

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-motivation

Time management

Customer-focused

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, insurance, savings, investments, and retirement planning, building trust and helping families secure their financial future.

The role emphasizes needs analysis, customized solutions, ongoing reviews, and professional development through training and licensing.