Part-Time Hybrid Financial Advisor for Educators

AXA Philippines; Urdaneta; Hybrid; PHP 134,000 - 268,000; Part time

Benefits offered by this job

Commission-based earnings

Hybrid work options

Licensing support

Professional development

Job summary

AXA Philippines is seeking educators or trainers to join as Financial Advisors in Urdaneta City, Pangasinan. This hybrid, part-time role blends classroom background with financial services sales to help clients plan for protection and investment goals.

You’ll build a client base through networking, conduct needs analyses, present suitable products, and pursue ongoing professional development with licensing support.

Qualifications

• Educators or professionals with a strong background in teaching or training.
• Excellent communication and presentation skills.
• Strong organisational and time management abilities.
• Willingness to obtain and maintain appropriate insurance licensing.
• Integrity, professionalism and a client-centric mindset.

Responsibilities

• Identify and cultivate relationships with prospective clients through networking and referrals.
• Conduct needs analyses and financial assessments to understand clients' goals.
• Present and recommend insurance and investment products tailored to clients' needs.
• Prepare and deliver comprehensive financial plans and proposals.
• Facilitate application and policy issuance processes with accurate documentation.
• Provide ongoing client support and follow-up to ensure satisfaction.
• Maintain client records and sales documentation per company policy.
• Participate in product training and professional development programs.
• Meet and exceed personal sales targets and grow client base.
• Build a book of business through excellent service and relationship management.

Job description

AXA Philippines is seeking educators or trainers to join as Financial Advisors in Urdaneta City, Pangasinan. This hybrid, part-time role blends classroom background with financial services sales to help clients plan for protection and investment goals.

You’ll build a client base through networking, conduct needs analyses, present suitable products, and pursue ongoing professional development with licensing support.