Part-Time Financial Advisor | Personal Wealth Planning

AXA Philippines; Pogo Grande; On-site; PHP 167,000 - 391,000; Part time

Benefits offered by this job

Flexible part-time working arrangement

Performance-based incentives

Training and development programmes

Career progression opportunities

Job summary

AXA Philippines in Dagupan City, Pangasinan seeks a part-time Financial Advisor to provide tailored financial guidance and solutions. You will build lasting client relationships and drive growth through personalised planning, insurance and investment options, while flexibly managing your schedule.

The role emphasizes customer service, ongoing training, and adherence to regulatory and ethical standards within AXA’s expanding regional presence.

Qualifications

• Bachelor's degree in Finance, Business, Economics or related field.
• Strong understanding of financial products including insurance, investments and retirement planning.
• Excellent communication and interpersonal skills.

Responsibilities

• Conduct financial assessments and needs analysis for clients.
• Develop and present personalized financial plans and recommendations.
• Advise clients on insurance, investments, savings and retirement strategies.
• Build and maintain client relationships through follow-ups and reviews.
• Prepare financial projections and product proposals for clients.
• Ensure regulatory compliance and ethical standards.
• Identify cross-sell opportunities for AXA products.
• Maintain up-to-date client records per procedures.
• Attend training to stay current with industry trends.

Skills

Excellent communication

Sales acumen

CRM proficiency

Financial planning

Client relationship management

Time management

Independent work

Education

Bachelor's degree in Finance or related field

Tools

CRM systems

Microsoft Office

Financial planning software

Job description

AXA Philippines in Dagupan City, Pangasinan seeks a part-time Financial Advisor to provide tailored financial guidance and solutions. You will build lasting client relationships and drive growth through personalised planning, insurance and investment options, while flexibly managing your schedule.

The role emphasizes customer service, ongoing training, and adherence to regulatory and ethical standards within AXA’s expanding regional presence.