Financial Solutions Advisor - On-Site in Marikina

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

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.