Remote Financial Advisor: Wealth Planning & Client Growth

AXA Philippines - Glendiesse Reyes; San Quintin; Remote; PHP 260,000 - 420,000; Full time

Benefits offered by this job

Unlimited earning potential

Global travel incentives

AXA training academy

Clear advancement path

Work from anywhere in the Philippines

Job summary

AXA Philippines is expanding its Financial Advisor team to help clients achieve long-term financial security. You will engage in financial planning, client acquisition, and portfolio management while pursuing ongoing training and licensing.

This role offers unlimited earning potential, global incentives, and a clear career path.Work flexibility allows you to operate from anywhere in the Philippines.

Qualifications

• Bachelor’s degree in any field (Finance-related preferred).
• Strong communication, interpersonal, and presentation skills.
• Analytical mindset with problem-solving ability.
• Passion for sales, client service, and financial planning.
• Willingness to obtain and maintain a valid Insurance Commission (IC) license.

Responsibilities

• Client Acquisition: Build and expand a client base through networking, referrals, and outreach.
• Financial Needs Analysis: Assess client goals, risk tolerance, and financial situation to design tailored plans.
• Solution Design: Recommend AXA’s life insurance, health, and investment products to meet client needs.
• Portfolio Management: Conduct regular reviews to ensure plans remain relevant and effective.
• Compliance: Adhere to Insurance Commission regulations and AXA’s ethical standards.
• Professional Development: Complete training, licensing, and continuous learning programs.

Skills

Client acquisition

Financial planning

Portfolio management

Communication

Interpersonal skills

Presentation skills

Analytical mindset

Sales mindset

Problem solving

Education

Bachelor’s degree (Finance-related preferred)

Job description

AXA Philippines is expanding its Financial Advisor team to help clients achieve long-term financial security. You will engage in financial planning, client acquisition, and portfolio management while pursuing ongoing training and licensing.

This role offers unlimited earning potential, global incentives, and a clear career path.Work flexibility allows you to operate from anywhere in the Philippines.