Wealth Coach & Financial Planning Advisor (Hybrid)

AXA Philippines; Natividad; Hybrid; PHP 223,000 - 670,000; Full time

Benefits offered by this job

Competitive commissions

Incentives and performance bonuses

Flexible work schedule

Comprehensive training and mentorship

Job summary

AXA Philippines is looking for motivated individuals to join our team as Financial Coaches (Financial Advisors). In this role, you will help clients achieve their financial goals by providing professional guidance on wealth management, financial planning, insurance protection, savings, investments, and retirement planning.

You will build meaningful relationships while making a positive impact on the financial well-being of individuals and families.

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

Excellent communication

Interpersonal skills

Self-motivated

Time management

Customer-focused

Education

Bachelor's degree preferred

Job description

AXA Philippines is looking for motivated individuals to join our team as Financial Coaches (Financial Advisors). In this role, you will help clients achieve their financial goals by providing professional guidance on wealth management, financial planning, insurance protection, savings, investments, and retirement planning.

You will build meaningful relationships while making a positive impact on the financial well-being of individuals and families.