Financial Consultant: Flexible, Commission-Based Growth

AXA Philippines - Glendiesse Reyes; Basista; Hybrid; PHP 380,000 - 540,000; Full time

Job summary

AXA Philippines is seeking a Financial Consultant to shape the financial futures of clients by building trust, identifying goals, and offering customized solutions across insurance, investments, retirement, and wealth protection.

The role involves driving sales, engaging clients, and providing ongoing support. A Bachelor’s degree and licenses are preferred, with hybrid work opportunities available.

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 skills.
• Willingness to obtain 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 experience

Financial advising

Communication skills

Goal oriented

Licensing readiness

Education

Bachelor’s degree in Finance/Business/Economics

Job description

AXA Philippines is seeking a Financial Consultant to shape the financial futures of clients by building trust, identifying goals, and offering customized solutions across insurance, investments, retirement, and wealth protection.

The role involves driving sales, engaging clients, and providing ongoing support. A Bachelor’s degree and licenses are preferred, with hybrid work opportunities available.