Remote Financial Advisor: Life & Protection Planning

AXA Philippines; Philippines; Remote; PHP 240,000 - 480,000; Full time

Job summary

AXA Philippines seeks a full-time Financial Advisor for a remote role based in Iligan City/Cagayan de Oro City. You will engage clients to understand financial goals, risk tolerance and protection needs, and recommend AXA life and general insurance products.

You will conduct financial needs analyses, prepare customized financial plans, explain product features, assist with policy applications, queries and claims, and participate in trainings using digital tools to manage client interactions and

Qualifications

• College graduate, any degree is welcome.
• Good communication and interpersonal skills.
• Can commit time and effort to the role.
• Has grit, initiative, and a genuine heart to serve and help others.
• Open to building meaningful relationships and creating an impact in people’s lives.
• Background in sales, finance, banking, or customer service is a plus.

Responsibilities

• Conduct financial needs analyses
• Prepare customized financial plans
• Explain product features and benefits
• Assist clients with policy applications, queries and claims-related concerns
• Participate in trainings
• Use digital tools and platforms to manage client interactions and sales activities

Skills

Communication skills

Interpersonal skills

Initiative

Grit

Education

Any degree

Job description

AXA Philippines seeks a full-time Financial Advisor for a remote role based in Iligan City/Cagayan de Oro City. You will engage clients to understand financial goals, risk tolerance and protection needs, and recommend AXA life and general insurance products.

You will conduct financial needs analyses, prepare customized financial plans, explain product features, assist with policy applications, queries and claims, and participate in trainings using digital tools to manage client interactions and