Wealth Coach & Financial Planner (Hybrid, Flexible)

AXA Philippines; Mangatarem; Hybrid; PHP 335,000 - 670,000; Full time

Benefits offered by this job

Flexible work schedule

Hybrid work opportunities

Comprehensive training and mentorship

Job summary

AXA Philippines is seeking motivated individuals to join as Financial Coaches (Financial Advisors). You will guide clients on wealth management, insurance protection, savings, investments, and retirement planning, building relationships that help families secure their financial future.

This role offers a flexible hybrid work arrangement, comprehensive training, licensing support, and clear paths for career growth through ongoing coaching and mentorship.

Qualifications

• Bachelor's degree preferred but not required.
• Excellent communication and interpersonal skills.
• Self-motivated, goal-oriented, and willing to learn.
• Ability to work independently and manage time effectively.
• Customer-focused mindset and passion for helping others.
• Willing to undergo training and obtain the necessary industry license.

Responsibilities

• Conduct financial needs analysis and identify clients' financial goals.
• Provide customized financial solutions tailored to clients' needs and objectives.
• Educate clients on the importance of financial planning, insurance, investments, and wealth accumulation.
• Help clients protect their income, assets, health, and future through AXA's financial products and services.
• Build and maintain long-term relationships with clients through regular reviews and consultations.
• Prospect and expand a network of potential clients through referrals, digital platforms, and personal networking.
• Attend training, coaching sessions, and professional development programs.
• Ensure compliance with industry regulations and company standards.

Skills

Communication

Interpersonal skills

Self-motivated

Goal-oriented

Independence

Customer-focused

Licensing training

Education

Bachelor's degree preferred

Job description

AXA Philippines is seeking motivated individuals to join as Financial Coaches (Financial Advisors). You will guide clients on wealth management, insurance protection, savings, investments, and retirement planning, building relationships that help families secure their financial future.

This role offers a flexible hybrid work arrangement, comprehensive training, licensing support, and clear paths for career growth through ongoing coaching and mentorship.