Flexible Financial Advisor: Wealth & Insurance Coach

AXA Philippines - Glendiesse Reyes; San Carlos; On-site; PHP 240,000 - 420,000; Full time

Benefits offered by this job

Flexible schedule

Unlimited earning potential throughCom

Comprehensive training and mentorship

Career growth opportunities

Access to professional development

Job summary

AXA Philippines – Glorious Life Branch is seeking motivated Financial Advisors to help clients reach their financial goals through insurance, investment, and wealth management solutions. Training and licensing exams are provided to become a Licensed Financial Advisor.

The role focuses on building client relationships, assessing needs, and meeting sales targets. Offer includes flexible work options and ongoing mentorship with comprehensive training opportunities to support career growth in the

Qualifications

• Bachelor's degree in any course.
• 1-2 years of sales experience preferred.
• Excellent communication and interpersonal skills.
• Willing to undergo training and licensing examinations.
• Self-motivated, goal-driven, and coachable.
• Open to both full-time and part-time opportunities.

Responsibilities

• Build and maintain strong relationships with clients.
• Assess clients' financial needs and recommend suitable financial solutions.
• Educate clients on insurance, savings, investment, and protection plans.
• Conduct client meetings and financial reviews.
• Generate and cultivate new business opportunities.
• Attend company trainings, meetings, and professional development programs.
• Meet personal and team sales targets.

Skills

Sales experience

Communication

Interpersonal skills

Self-motivated

Coachable

Licensing willingness

Education

Bachelor's degree

Job description

AXA Philippines – Glorious Life Branch is seeking motivated Financial Advisors to help clients reach their financial goals through insurance, investment, and wealth management solutions. Training and licensing exams are provided to become a Licensed Financial Advisor.

The role focuses on building client relationships, assessing needs, and meeting sales targets. Offer includes flexible work options and ongoing mentorship with comprehensive training opportunities to support career growth in the