Remote Financial Planner & Client Growth Leader

AXA Philippines - Glendiesse Reyes; San Jacinto; Remote; PHP 360,000 - 600,000; Full time

Benefits offered by this job

Unlimited earning potential

Global travel incentives

AXA training academy

Flexible work location

Clear advancement path

Job summary

AXA Philippines is seeking a Financial Advisor who will guide clients toward financial security through planning, needs analysis, and portfolio management.

You’ll build a client base, design tailored plans, and recommend AXA life, health, and investment products while pursuing continuous professional development. This role offers unlimited earning potential and the flexibility to work 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 skills

Analytical mindset

Education

Bachelor’s degree (Finance-related preferred)

Job description

AXA Philippines is seeking a Financial Advisor who will guide clients toward financial security through planning, needs analysis, and portfolio management.

You’ll build a client base, design tailored plans, and recommend AXA life, health, and investment products while pursuing continuous professional development. This role offers unlimited earning potential and the flexibility to work from anywhere in the Philippines.