Financial Consultant | Hybrid, Commission, Growth

AXA Philippines - Glendiesse Reyes; Lingayen; Hybrid; PHP 150,000 - 600,000; Full time

Benefits offered by this job

Commission-based income

Flexible schedule

Hybrid work opportunities

Health and life insurance coverage

Annual trips and incentives

Training and professional development

Job summary

AXA Philippines is seeking a Financial Consultant to shape clients' financial futures through comprehensive needs assessment, tailored insurance, and investment solutions.

The role emphasizes client engagement, ongoing support, and achievement of sales targets within a hybrid work model. A relevant degree and strong communication skills are essential, with licenses to be obtained and maintained.

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.

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 planning

Communication skills

Goal-oriented

Education

Bachelor's degree (Finance/Business/Economics preferred)

Job description

AXA Philippines is seeking a Financial Consultant to shape clients' financial futures through comprehensive needs assessment, tailored insurance, and investment solutions.

The role emphasizes client engagement, ongoing support, and achievement of sales targets within a hybrid work model. A relevant degree and strong communication skills are essential, with licenses to be obtained and maintained.