Financial Consultant

AXA Philippines - Glendiesse Reyes; Natividad; Hybrid; PHP 300,000 - 600,000; Full time

Benefits offered by this job

Commission-based income

Flexible schedule

Health and life insurance coverage

Annual trips and incentives

Training and development

Promotion opportunities

Job summary

AXA Philippines is seeking a Financial Consultant to help clients plan their financial future. You will build lasting relationships, assess needs, and offer customized insurance, investment, retirement, and wealth protection solutions.

Join a team that offers commission-based income, flexible hybrid work, and strong training. You will drive sales, provide ongoing support, and help clients secure protection and growth.

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.

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.

Skills

Sales

Financial advising

Communication skills

Presentation skills

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.