Financial Consultant

AXA Philippines - Glendiesse Reyes; Bayambang; Hybrid; PHP 240,000 - 420,000; Full time

Benefits offered by this job

Commission-based income

Hybrid work opportunities

Health and life insurance coverage

Training and development

Job summary

AXA Philippines is seeking a Financial Consultant to shape clients' financial futures through tailored insurance, investment, and wealth management solutions.

The role focuses on client engagement, financial planning, and ongoing support, with opportunities for hybrids and performance-based rewards. A finance-related degree and sales experience are preferred, with licenses pursued as needed.

Qualifications

• Bachelor’s degree in Finance, Business, or Economics preferred.
• Sales, financial advising, or related field experience is an advantage.
• Strong understanding of financial products, investments, and wealth management.
• Excellent communication, interpersonal, and presentation skills.
• Willingness to obtain Insurance Commission licenses.

Responsibilities

• Client Engagement – Meet 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 investments.
• Sales Development – Prospect new clients, achieve targets, and qualify for commissions.
• Ongoing Support – Provide after-sales service, policy renewals, and claims assistance.

Skills

Sales experience

Financial planning

Communication skills

Interpersonal skills

Presentation skills

Motivation

Education

Bachelor’s degree in Finance/Business/Economics

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.