Financial Consultant

AXA Philippines - Glendiesse Reyes; Bani; Hybrid; PHP 400,000 - 700,000; Full time

Benefits offered by this job

Commission-based pay

Flexible schedule & hybrid work

Health & life insurance

Annual trips & incentives

Training & development

Promotion opportunities

Job summary

AXA Philippines is seeking a Financial Consultant to help clients secure their financial futures through personalized life insurance, health coverage, savings, investments, and retirement planning. You will build lasting relationships and identify client needs.

The role emphasizes sales performance, product recommendations, ongoing service, and collaboration with the broader AXA network. A finance-related degree and licenses are preferred, with hybrid work and commissions on earnings.

Qualifications

• Bachelor’s degree in finance, business, or economics is preferred.
• Proven experience in sales or financial advising is advantageous.
• Strong understanding of financial products and wealth management.
• Excellent communication and presentation abilities.

Responsibilities

• Client engagement to understand financial goals.
• Financial planning and tailored strategy design.
• Recommend AXA life, health, savings, and investments.
• Meet sales targets and qualify for commissions and bonuses.
• Provide ongoing support including policy renewals and claims assistance.

Skills

Communication skills

Interpersonal skills

Presentation skills

Goal oriented

Motivated

Education

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

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.