Financial Consultant

AXA Philippines - Tan Dynasty Royals; Makati; On-site; PHP 279,000 - 502,000; Part time

Benefits offered by this job

Commission

Performance Bonus

Health Insurance

Flexible Hours

Annual Company Trip

Professional Development Programs

Flexible Hours

Job summary

A financial services company in Makati is seeking a Financial Consultant. You will shape clients' financial futures by offering tailored investment and insurance solutions. Ideal candidates have strong sales experience, understanding of financial products, and exceptional communication skills. This role offers flexibility and a part-time option.

Qualifications

• Proven experience in sales or financial advising.
• Strong understanding of financial products and investment strategies.
• Exceptional communication and presentation skills.
• Exceptional communication, interpersonal, and presentation skills.
• Ability to build trust and rapport with clients while demonstrating integrity.
• Highly motivated, goal-oriented, and driven to succeed.

Responsibilities

• Build lasting relationships with clients to understand their financial needs.
• Offer tailored investment, retirement, and insurance solutions.
• Drive sales and exceed performance targets.
• Exceptional communication, interpersonal, and presentation skills.
• Ability to build trust and rapport with clients while demonstrating integrity.

Skills

Consultative Sales

Online Sales

Networking Skills

People Oriented

Recruitment

Presentation

Product Positioning

Education

Bachelor's degree in finance, business, or related field

Job description

Hybrid - Makati 3-5 Yrs Exp Bachelor Part-time

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Job Description

Employee Recognition and Rewards

Commission, Performance Bonus, Employee Recognition Program, Incentives

Insurance Health & Wellness

Health Insurance, Life Insurance, HMO

Annual Company Trip, Open Workspace, Well-Stocked Pantry

Professional Development

Apprenticeship Program, Job Training, Mentorship Program, Professional Development

Birthday Leave, Maternity & Paternity Leave, Solo Parent Leave, Vacation Leave

Work-Life Balance

Flexible Hours, Work from Home

Responsibilities

• As a Financial Consultant, you will be at the forefront of shaping the financial future of our clients. You will build lasting relationships, identify financial needs, and offer tailored investment, retirement, insurance, and wealth-building solutions. Your expertise in financial products and services will allow you to drive sales and exceed performance targets.
• Proven experience in sales, financial advising, or a related field.
• Strong understanding of financial products, investment strategies, and wealth management.
• Exceptional communication, interpersonal, and presentation skills.
• Ability to build trust and rapport with clients while demonstrating integrity.
• Highly motivated, goal-oriented, and driven to succeed.
• Bachelor's degree in finance, business, or related field preferred.

Qualifications & Skills

• Consultative Sales
• Online Sales
• Networking Skills
• People Oriented
• Recruitment
• Presentation
• Product Positioning

Preview

Unit Head AXA Philippines - Tan Dynasty Royals

Working Location

Philippine AXA Life Center, Makati, Philippines

Life, Health, Medical and General Insurance

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