Hybrid Financial Coach | Build Wealth & Security

AXA Philippines

Laoac

Hybrid

PHP 360,000 - 720,000

Full time

3 days ago

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Benefits offered by this job

Competitive commissions

Flexible work schedule

Comprehensive training & mentorship

Job summary

AXA Philippines is looking for motivated individuals to join our team as Financial Coaches (Financial Advisors). In this role, you will guide clients through wealth management, insurance protection, savings, investments, and retirement planning, helping them achieve their financial goals.

You will build meaningful relationships while making a positive impact on the financial well-being of individuals and families.

Qualifications

Excellent communication and interpersonal skills.
Self-motivated, goal-oriented, and willing to learn.
Ability to work independently and manage time effectively.
Customer-focused mindset and passion for helping others.
Willing to undergo training and obtain the necessary industry license.

Responsibilities

Conduct financial needs analysis and identify clients' financial goals.
Provide customized financial solutions tailored to clients' needs and objectives.
Educate clients on the importance of financial planning, insurance, investments, and wealth accumulation.
Help clients protect their income, assets, health, and future through AXA's financial products and services.
Build and maintain long-term relationships with clients through regular reviews and consultations.
Prospect and expand a network of potential clients through referrals, digital platforms, and personal networking.
Attend training, coaching sessions, and professional development programs.
Ensure compliance with industry regulations and company standards.