Financial Solution Associates

AXA Philippines; Marikina; On-site; PHP 240,000 - 360,000; Full time

Job summary

AXA Philippines seeks a Financial Solution Associate for a full-time, on-site role in Marikina. You will tailor financial solutions by assessing client needs and recommending suitable insurance and investment products.

You will meet with prospective and existing clients, prepare financial proposals, assist with applications, and monitor portfolios through regular reviews to ensure compliant, high-quality service.

Qualifications

• Bachelor's degree in any field.
• Strong finance knowledge and ability to read financial statements.
• Excellent communication and customer-service mindset.
• Proficiency with basic office software.

Responsibilities

• Meet with clients to assess insurance and investment needs.
• Prepare financial proposals and assist with applications.
• Monitor client portfolios and conduct periodic reviews.

Skills

Analytical skills

Communication skills

Finance knowledge

Customer-focused mindset

Office software proficiency

Education

Bachelor's degree

Job description

Company Description

AXA Philippines is a joint venture between the global AXA Group, based in Paris, and the Metrobank Group, one of the Philippines’ largest financial conglomerates. As one of the country’s largest and fastest-growing insurance companies, AXA Philippines provides financial security to more than 1.5 million individuals. The company offers a comprehensive range of life and general insurance products, including savings and investment solutions, income protection, health coverage, and protection for property, vehicles, and other assets. Guided by its purpose to act for human progress by protecting what matters, AXA Philippines focuses on empowering customers to live better lives through simplified, reliable insurance solutions. AXA Philippines is committed to safeguarding personal information and encourages applicants to review its Data Privacy Policy at https://www.axa.com.ph/privacy-policy before submitting any job application.

Role Description

The Financial Solution Associate is a full-time, on-site role based in Marikina. This role is responsible for providing tailored financial solutions to clients by assessing their needs and recommending appropriate insurance and investment products. Day-to-day activities include meeting with prospective and existing customers, explaining product features and benefits, preparing financial proposals, and assisting clients with application and documentation requirements. The Financial Solution Associate also monitors client portfolios, conducts regular financial reviews, and supports customers in claims and policy servicing. Collaboration with internal teams, adherence to company policies, and continuous learning about AXA’s product offerings and market trends are essential aspects of the role.

Qualifications

• Strong foundation in Finance, with practical understanding of Financial Statements and Financial Reporting.


• Well-developed Analytical Skills to assess client needs, evaluate financial data, and recommend suitable solutions.


• Effective Communication skills for presenting financial concepts clearly and building long-term client relationships.


• Bachelor's degree. OPEN FOR ANY COURSE/PROGRAM


• Customer-focused mindset, with the ability to work collaboratively in a fast-paced, target-driven environment.


• Proficiency in basic office software and digital tools used for financial analysis and client management.


• Prior experience in insurance, banking, or financial services is an advantage but not strictly required.


• Commitment to ethical conduct, data privacy, and compliance with regulatory and company standards.