Financial Consultant - Flexible Schedule, Commission

AXA Philippines - Glendiesse Reyes; Binalonan; Hybrid; PHP 420,000 - 900,000; Full time

Benefits offered by this job

Commission-based income

Flexible schedule/hybrid work

Health and life insurance coverage

Annual trips and incentives

World-class training and development

Job summary

AXA Philippines is seeking a Financial Consultant to shape clients' financial futures through tailored planning and solutions. You will build enduring relationships, assess needs, and offer AXA’s life, health, savings, and wealth products.

Role emphasizes client engagement, financial planning, and ongoing support, with performance incentives and a flexible schedule. A finance-related bachelor’s degree and licenses are preferred.

Qualifications

• Bachelor’s degree in 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.

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

Client engagement

Financial planning

Insurance & investments

Sales & prospecting

Presentation skills

Education

Bachelor’s degree in Finance, Business, Economics

Job description

AXA Philippines is seeking a Financial Consultant to shape clients' financial futures through tailored planning and solutions. You will build enduring relationships, assess needs, and offer AXA’s life, health, savings, and wealth products.

Role emphasizes client engagement, financial planning, and ongoing support, with performance incentives and a flexible schedule. A finance-related bachelor’s degree and licenses are preferred.