Financial Consultant | Flexible Schedule & Growth Path

AXA Philippines - Glendiesse Reyes; Bolinao; Hybrid; PHP 400,000 - 700,000; Full time

Benefits offered by this job

Commission-based income

Flexible schedule

Hybrid work

Health insurance

Life insurance

Annual trips

Recognition programs

Professional development

Promotion opportunities

Job summary

AXA Philippines is seeking a Financial Consultant to shape clients' financial futures by offering tailored life insurance, investments, retirement, and wealth protection solutions. You will build lasting relationships, identify client goals, and present customized plans.

The role emphasizes client engagement, financial planning, and ongoing support, with commission-based income, a flexible hybrid schedule, and opportunities for professional development and leadership.

Qualifications

• Bachelor’s degree in Finance, Business or Economics.
• 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

Sales experience

Financial advice

Interpersonal skills

Presentation skills

Goal-oriented

Education

Bachelor’s degree in Finance/Business/Economics

Job description

AXA Philippines is seeking a Financial Consultant to shape clients' financial futures by offering tailored life insurance, investments, retirement, and wealth protection solutions. You will build lasting relationships, identify client goals, and present customized plans.

The role emphasizes client engagement, financial planning, and ongoing support, with commission-based income, a flexible hybrid schedule, and opportunities for professional development and leadership.