Hybrid Financial Coach: Guide Clients to Wealth & Security

AXA Philippines; Umingan; Hybrid; PHP 223,000 - 670,000; Full time

Benefits offered by this job

Competitive commissions

Flexible hybrid work

Comprehensive training

Career growth opportunities

Meaningful impact

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 on wealth management, insurance, savings, investments, and retirement planning, building lasting relationships that improve financial well-being.

You will benefit from competitive commissions, a flexible hybrid schedule, comprehensive training, and clear opportunities for career advancement while helping clients secure their financial future.

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.

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's 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

Goal-oriented

Independent working

Education

Bachelor's degree preferred

Job description

AXA Philippines is looking for motivated individuals to join our team as Financial Coaches (Financial Advisors). In this role, you will guide clients on wealth management, insurance, savings, investments, and retirement planning, building lasting relationships that improve financial well-being.

You will benefit from competitive commissions, a flexible hybrid schedule, comprehensive training, and clear opportunities for career advancement while helping clients secure their financial future.