Financial Consultant — Hybrid Work, Commission & Growth

AXA Philippines - Glendiesse Reyes; Manila; Hybrid; CAD 50,000 - 80,000; Full time

Benefits offered by this job

Commission-based income

Hybrid work

Health & life insurance

Trips & incentives

Training & development

Promotion opportunities

Job summary

AXA Philippines seeks a Financial Consultant to shape clients' financial futures, building trust and long-term relationships while identifying needs and offering customized insurance, investments, and retirement planning.

You will engage individuals and businesses, perform financial planning, recommend AXA products, drive sales, and provide ongoing support including policy renewals and claims.

Qualifications

• Bachelor's degree in Finance, Business or Economics.
• Sales experience is advantageous.
• Strong knowledge of financial products and wealth management.
• Excellent communication and presentation skills.
• Highly motivated and goal-oriented.
• Willing to obtain Insurance Commission licenses.

Responsibilities

• Meet clients to understand financial goals and build relationships.
• Assess client situations and design tailored strategies.
• Recommend life, health, savings and investment products.
• Prospect new clients and strive to exceed targets with commissions.
• Provide after-sales service, renewals and claims support.

Skills

Sales experience

Financial advising

Communication skills

Insurance licenses

Education

Bachelor's degree in Finance/Business/Economics

Job description

AXA Philippines seeks a Financial Consultant to shape clients' financial futures, building trust and long-term relationships while identifying needs and offering customized insurance, investments, and retirement planning.

You will engage individuals and businesses, perform financial planning, recommend AXA products, drive sales, and provide ongoing support including policy renewals and claims.