Hybrid Financial Coach & Wealth Planner

AXA Philippines; Basista; Hybrid; PHP 279,000 - 446,000; Full time

Benefits offered by this job

Competitive commissions

Hybrid work

Training & mentorship

Career growth

Impactful work

Job summary

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

You will receive comprehensive training, flexible hybrid work options, and opportunities for career growth, commissions, and performance bonuses as you help 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 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

Interpersonal skills

Motivated

Time management

Education

Bachelor's degree

Job description

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

You will receive comprehensive training, flexible hybrid work options, and opportunities for career growth, commissions, and performance bonuses as you help clients secure their financial future.