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Job Post Details
Financial Advisor (Part-time) - job post
Job details
Pay
- PHP 30,000 - PHP 100,000 a month
Job type
- Part-time
- Full-time
Location
Full job description
Job Summary
AXA Philippines is looking for driven, client-focused, and goal-oriented Financial Advisors to help individuals and families achieve their financial goals through comprehensive financial planning and protection solutions. The Financial Advisor will assess clients' financial needs, recommend suitable insurance and investment products, and build long-term relationships based on trust and excellent service.
Key Responsibilities
- Conduct financial needs analysis and provide personalized financial planning solutions.
- Educate clients on wealth protection, savings, investment, retirement, and estate planning strategies.
- Recommend appropriate insurance and financial products based on clients' goals and risk profiles.
- Build and maintain a strong network of prospective and existing clients.
- Develop and execute sales and client acquisition strategies.
- Conduct regular client reviews and provide ongoing financial advice and support.
- Ensure compliance with company policies, industry regulations, and ethical standards.
- Participate in training programs, team meetings, and professional development activities.
Qualifications
- Bachelor's degree in any field (Business, Finance, Marketing, or related courses preferred).
- Fresh graduates and career shifters are welcome to apply.
- Strong communication, interpersonal, and presentation skills.
- Excellent customer service and relationship-building abilities.
- Self-motivated, goal-oriented, and entrepreneurial mindset.
- Ability to work independently and manage time effectively.
- Willingness to obtain and maintain required insurance licensing certifications.
Preferred Skills
- Sales, marketing, or customer service experience is an advantage.
- Financial planning and advisory skills.
- Networking and prospecting abilities.
- Strong problem-solving and analytical skills.
- Digital literacy and proficiency in online communication tools.
Benefits
- Competitive commissions and performance-based incentives.
- Flexible work schedule and hybrid/remote work opportunities.
- Comprehensive training and professional development programs.
- Career advancement and leadership opportunities.
- Access to industry-recognized certifications and licensing support.
- Recognition programs, bonuses, and travel incentives.
Key Competencies
- Client Focus
- Integrity and Professionalism
- Communication and Influencing Skills
- Relationship Management
- Financial Literacy
- Results Orientation
- Adaptability and Resilience
Employment Type: Full-Time / Part-Time
Location: Nationwide, Philippines
Industry: Financial Services, Insurance, Investments
Join AXA Philippines and help clients secure their future while building a rewarding and flexible career in financial advisory.
Pay: Php30,000.00 - Php100,000.00 per month
Benefits:
- Company events
- Flexible schedule
- Health insurance
- Life insurance
- Opportunities for promotion
- Paid training
- Work from home
Work Location: Remote