Financial Consultant

AXA Philippines - Glendiesse Reyes; Urdaneta; Hybrid; PHP 400,000 - 560,000; Full time

Benefits offered by this job

Hybrid work opportunities

Health and life insurance coverage

Performance incentives

Training and development programs

Job summary

AXA Philippines is seeking a Financial Consultant to build client relationships, assess financial needs, and offer customized insurance, investment, and wealth-management solutions. The role emphasizes sales growth, after-sales support, and ongoing client engagement within a hybrid work setting.

Ideal candidates hold a bachelor’s degree in finance, business, or economics, with strong communication skills and a drive to succeed.

Qualifications

• Bachelor’s degree in Finance, Business, or Economics.
• Experience in sales or financial advising is advantageous.
• Strong knowledge of financial products and wealth management.
• Excellent communication and presentation abilities.
• 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

Excellent communication

Interpersonal skills

Presentation skills

Goal oriented

Education

Bachelor’s degree (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.