Hybrid Financial Coach for Wealth & Retirement Planning

AXA Philippines; Binmaley; Hybrid; PHP 300,000 - 540,000; Full time

Benefits offered by this job

Competitive commissions

Hybrid work opportunities

Comprehensive training and mentorship

Career growth and leadership develop­-

Meaningful client impact

Job summary

AXA Philippines is seeking motivated Financial Coaches (Financial Advisors) to guide clients in wealth management, insurance, savings, investments, and retirement planning. The role emphasizes building lasting client relationships and expanding networks through referrals and digital platforms.

The position offers a hybrid work setup with comprehensive training, mentorship, and opportunities for career growth within AXA’s financial planning framework.

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 financial planning, insurance, investments, and wealth accumulation.
• Help clients protect income, assets, health, and future through AXA 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

Self-motivation

Time management

Independent work

Customer focus

Willing to learn and train

Education

Bachelor's degree preferred

Job description

AXA Philippines is seeking motivated Financial Coaches (Financial Advisors) to guide clients in wealth management, insurance, savings, investments, and retirement planning. The role emphasizes building lasting client relationships and expanding networks through referrals and digital platforms.

The position offers a hybrid work setup with comprehensive training, mentorship, and opportunities for career growth within AXA’s financial planning framework.