Financial Consultant

AXA Philippines - Glendiesse Reyes; Urbiztondo; Hybrid; PHP 180,000 - 360,000; Full time

Benefits offered by this job

Commission-based income

Flexible schedule (hybrid)

Health & life insurance

Annual trips & incentives

Training & mentorship

Promotion opportunities

Job summary

AXA Philippines is seeking a Financial Consultant to shape clients' financial futures by providing tailored insurance, investment, and wealth management solutions. You will build trust with individuals, families, and businesses, assess needs, and design strategies that fit goals while driving sales performance.

The role offers a commission-based income with performance incentives, a flexible hybrid work schedule, health and life insurance coverage, and ongoing training and career development

Qualifications

• Bachelor’s degree or equivalent in finance, business, economics or related field.
• Experience in sales, financial advising, or related fields is advantageous.
• Strong understanding of financial products, investment strategies, and wealth management.

Responsibilities

• Client engagement – meet individuals, families, and businesses to understand financial goals.
• Financial planning – assess client situations and design tailored strategies.
• Insurance & investment solutions – recommend AXA 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

Communication skills

Interpersonal skills

Presentation skills

Sales experience

Financial products knowledge

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.