Financial Consultant

AXA Philippines - Glendiesse Reyes; Agno; Hybrid; PHP 300,000 - 600,000; Full time

Benefits offered by this job

Commission-based income

Flexible schedule

Health & life insurance coverage

Trips & recognitions

Training & development

Promotion opportunities

Job summary

AXA Philippines invites you to join as a Financial Consultant to help clients build secure financial futures through insurance, investments, retirement planning.

You will develop client relationships, assess needs, and propose AXA life, health, savings products with commissions and incentives, in a role offering a hybrid work setup.

Qualifications

• Bachelor’s degree (Finance, Business, Economics preferred).
• Experience in sales or financial advising is an advantage.
• Understanding of financial products and wealth management.
• Excellent communication and presentation skills.
• Willingness to obtain Insurance Commission licenses.

Responsibilities

• Client engagement to understand financial goals.
• Design tailored financial strategies.
• Recommend life, health, savings, and investments products.
• Meet sales targets and qualify for commissions and bonuses.
• Provide after-sales support, policy renewals, and claims assistance.

Skills

Communication skills

Sales experience

Financial knowledge

Presentation skills

Education

Bachelor's degree

Job description

Financial Consultant – AXA Philippines

About AXA Philippines

• Joint venture between AXA Group (Paris-based) and Metrobank Group.

• Serves over 1.5 million Filipinos with life insurance, health coverage, savings, investments, and retirement planning.

Role Overview

As a Financial Consultant, you will be at the forefront of shaping the financial future of clients.

• Build lasting relationships and trust.

• Identify financial needs and goals.

• Offer customized solutions in insurance, investments, retirement, and wealth protection.

• Drive sales performance and exceed targets.

Key Responsibilities

• Client Engagement – Meet with individuals, families, and businesses to understand financial goals.

• Financial Planning – Assess client situations and design tailored strategies.

• Insurance & Investment Solutions – Recommend AXA’s life, health, savings, and investment products.

• Sales Development – Prospect new clients, achieve sales targets, and qualify for commissions and bonuses.

• Ongoing Support – Provide after-sales service, policy renewals, and claims assistance.

Qualifications

• Bachelor’s degree (Finance, Business, Economics preferred).

• Proven experience in sales, financial advising, or related fields is an advantage.

• Strong understanding of financial products, investment strategies, and wealth management.

• Excellent communication, interpersonal, and presentation skills.

• Highly motivated, goal-oriented, and driven to succeed.

• Willingness to obtain and maintain Insurance Commission licenses.

What AXA Offers

• Commission-based income with performance incentives.

• Flexible schedule and hybrid work opportunities.

• Health and life insurance coverage.

• Annual company trips, recognition programs, and incentives.

• World-class training, mentorship, and professional development programs.

• Opportunities for promotion and leadership roles.