Financial Consultant

AXA Philippines - Glendiesse Reyes; Bugallon; Hybrid; PHP 300,000 - 520,000; Full time

Benefits offered by this job

Commission-based income

Flexible schedule/hybrid work

Health and life insurance coverage

Annual incentives and recognition

Training and professional development

Promotion and leadership opportunities

Job summary

AXA Philippines is seeking a Financial Consultant to shape clients' financial futures through personalized advice and trusted relationships.

You will assess needs, design strategies across insurance, investments, retirement, and wealth protection, and drive sales with ongoing service.

This role offers commission-based income, hybrid work options, health and life coverage, and opportunities for career growth within a global insurer.

Qualifications

• Bachelor’s degree in Finance, Business, or Economics.
• Proven experience in sales, financial advising, or related fields.
• 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.

Responsibilities

• Client engagement to understand financial goals.
• Financial planning and tailored strategy design.
• Insurance & investment solutions: recommend AXA’s life, health, savings, and investment products.
• Sales development: prospect new clients and meet targets.
• Ongoing support: after-sales service, policy renewals, and claims.

Skills

Sales experience

Financial advising

Communication skills

Investment knowledge

Wealth management

Education

Bachelor's degree in Finance

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.