Financial Consultant

AXA Philippines - Glendiesse Reyes; San Fabian; Hybrid; PHP 350,000 - 750,000; Full time

Benefits offered by this job

Commission-based income

Flexible schedule

Health and life insurance coverage

Annual trips and incentives

World-class training and mentorship

Job summary

AXA Philippines is seeking a Financial Consultant to build lasting client relationships and tailor solutions in insurance, investments, retirement planning, and wealth protection. You will identify client needs, present customized plans, and drive responsible sales growth.

The role emphasizes client engagement with individuals, families, and businesses, ongoing support, policy renewals, and claims assistance, with a flexible hybrid schedule to balance field work and office collaboration.

Qualifications

• Bachelor's degree or equivalent in finance, business, or economics.
• Experience in sales or financial guidance is advantageous.
• Strong knowledge of financial products and wealth management.

Responsibilities

• Client Engagement – meet individuals, families, and businesses to understand goals.
• Financial Planning – assess situations and design tailored strategies.
• Insurance & Investment Solutions – recommend AXA life/health/savings products.
• Sales Development – prospect clients, reach targets, and earn commissions.
• Ongoing Support – provide post-sale service, renewals, and claims assistance.

Skills

Sales experience

Financial advising

Communication 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.