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Financial Advisor Location: PH-Olongapo Jobcode: tuo3g5 Email this job to a friend
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Company Description
AXA is a globally renowned insurance and financial services provider with a strong commitment to empowering individuals and families to secure their financial future. In the Philippines, we have a dynamic team dedicated to delivering personalized solutions and fostering financial well-being.
Location
This role is open for all aspiring advisors residing in Bataan, Pampanga, and Zambales.
Role Overview
As a Financial Advisor at AXA Philippines, you will be an integral part of our mission to help clients achieve their financial goals through expert guidance and tailored solutions. You will engage with clients, understand their unique needs, and provide comprehensive financial advice. This role requires a combination of strong interpersonal skills, financial acumen, and a genuine passion for helping others succeed financially
Key Responsibilities
Client Consultation: Conduct thorough financial needs analyses to understand clients' short and long-term objectives, assess risk tolerance, and tailor recommendations accordingly. Product Expertise: Stay informed about AXA's diverse range of insurance and investment products. Educate clients on available options, explaining features, benefits, and potential risks. Relationship Building: Cultivate and nurture strong client relationships through regular communication, follow-ups, and responsiveness. Act as a trusted advisor for clients' financial concerns. Sales and Target Achievement: Consistently achieve individual and team sales targets. Leverage effective sales techniques to promote AXA's products and services while maintaining ethical and compliant practices. Continuous Learning: Stay abreast of industry trends, regulatory changes, and product updates. Participate in ongoing training and development programs to enhance skills and knowledge. Compliance: Ensure all client interactions and transactions comply with regulatory standards and AXA's policies.
Qualifications
Excellent communication and interpersonal skills Ability to work remotely and independently Possess or be willing to obtain relevant licenses and certifications (e.g., Licensed Financial Advisor)
Benefits
Competitive Compensation Package Inspiring Leadership Empowerment Adaptable Work-Life Harmony Collaborative Team Environment Quarterly Volume Bonuses Local and International Trip Incentives Recognition and Other Rewards
How to Apply
Interested candidates should submit their CV through my email (), or via messenger (Julianne Arielle Abordo)
AXA Philippines is committed to diversity and inclusion. We encourage candidates from all backgrounds to apply.
AXA Philippines - Olongapo Branch
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