Financial Consultant

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

Benefits offered by this job

Commission-based income with rewards

Flexible schedule

Health and life insurance coverage

Annual trips and incentives

Mentorship and professional training

Promotion and leadership opportunities

Job summary

AXA Philippines is seeking a Financial Consultant to shape clients' financial futures by offering insurance, investments, retirement planning, and wealth protection. Build lasting relationships and tailor solutions.

You will meet individuals, families, and businesses, drive sales, and provide ongoing support including policy renewals and claims assistance. A bachelor's degree and licenses are preferred; hybrid work and compensation are offered.

Qualifications

• Bachelor’s degree in finance, business, or economics.
• Proven sales or financial advising experience is an advantage.
• Strong knowledge of financial products, investments, and wealth management.
• Excellent communication, interpersonal, and presentation skills.
• Willingness to obtain Insurance Commission licenses.

Responsibilities

• Build lasting relationships and trust with clients.
• Identify financial needs and goals.
• Offer customized insurance, investment, retirement, and wealth protection solutions.
• Drive sales performance and exceed targets.
• Provide ongoing support including policy renewals and claims assistance.

Skills

Sales experience

Financial planning

Wealth management

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.