Wealth & Financial Coach | Hybrid, Flexible Hours, Training

AXA Philippines; Malasiqui; Hybride; PHP 279 000 - 558 000; Plein temps

Avantages offerts par ce poste

Flexible work schedule

Hybrid work opportunities

Comprehensive training and mentorship

Résumé du poste

AXA Philippines is seeking motivated individuals to join as Financial Coaches (Financial Advisors). You will guide clients in wealth management, financial planning, and insurance, helping them meet long-term goals and secure their financial future.

As part of a hybrid work setup, you’ll educate clients on planning and investments, build lasting relationships, and continuously develop through training and licenses. A career focused on impact and growth awaits.

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.

Responsabilités

• 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.

Connaissances

Communication skills

Interpersonal skills

Self-motivated

Time management

Customer-focused

Willing to learn

Formation

Bachelor's degree preferred

Description du poste

AXA Philippines is seeking motivated individuals to join as Financial Coaches (Financial Advisors). You will guide clients in wealth management, financial planning, and insurance, helping them meet long-term goals and secure their financial future.

As part of a hybrid work setup, you’ll educate clients on planning and investments, build lasting relationships, and continuously develop through training and licenses. A career focused on impact and growth awaits.