Financial Consultant

AXA Philippines - Glendiesse Reyes; Manila; Hybrid; CAD 50,000 - 80,000; Full time

Benefits offered by this job

Commission-based income

Hybrid work

Health & life insurance

Trips & incentives

Training & development

Promotion opportunities

Job summary

AXA Philippines seeks a Financial Consultant to shape clients' financial futures, building trust and long-term relationships while identifying needs and offering customized insurance, investments, and retirement planning.

You will engage individuals and businesses, perform financial planning, recommend AXA products, drive sales, and provide ongoing support including policy renewals and claims.

Qualifications

• Bachelor's degree in Finance, Business or Economics.
• Sales experience is advantageous.
• Strong knowledge of financial products and wealth management.
• Excellent communication and presentation skills.
• Highly motivated and goal-oriented.
• Willing to obtain Insurance Commission licenses.

Responsibilities

• Meet clients to understand financial goals and build relationships.
• Assess client situations and design tailored strategies.
• Recommend life, health, savings and investment products.
• Prospect new clients and strive to exceed targets with commissions.
• Provide after-sales service, renewals and claims support.

Skills

Sales experience

Financial advising

Communication skills

Insurance licenses

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.