Hybrid Financial Coach for Wealth & Retirement Planning

AXA Philippines; Asingan; Hybrid; PHP 340,000 - 520,000; Full time

Benefits offered by this job

Competitive commissions

Hybrid work schedule

Comprehensive training

Career growth

Meaningful impact

Job summary

AXA Philippines is seeking motivated individuals to join as Financial Coaches (Financial Advisors). You will guide clients in wealth management, financial planning, insurance protection, savings, investments, and retirement planning, building long-term relationships through regular reviews and referrals.

Ideal candidates are self-motivated, have strong communication skills, and are willing to undergo training and obtain the necessary industry license to help families secure their financial

Qualifications

• Bachelor's degree preferred but not required.
• 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.

Skills

Communication skills

Interpersonal skills

Self-motivated

Time management

Customer focus

Training readiness

Education

Bachelor's degree preferred

Job description

AXA Philippines is seeking motivated individuals to join as Financial Coaches (Financial Advisors). You will guide clients in wealth management, financial planning, insurance protection, savings, investments, and retirement planning, building long-term relationships through regular reviews and referrals.

Ideal candidates are self-motivated, have strong communication skills, and are willing to undergo training and obtain the necessary industry license to help families secure their financial