Financial Consultant

Financial Consultant – AXA Philippines

About AXA Philippines

• Joint venture between AXA Group (Paris-based) and Metrobank Group.
• Serves over 1.5 million Filipinos with life insurance, health coverage, savings, investments, and retirement planning.

Role Overview

As a Financial Consultant, you will be at the forefront of shaping the financial future of clients.

• Build lasting relationships and trust.
• Identify financial needs and goals.
• Offer customized solutions in insurance, investments, retirement, and wealth protection.
• Drive sales performance and exceed targets.

Key Responsibilities

• Client Engagement – Meet with individuals, families, and businesses to understand financial goals.
• Financial Planning – Assess client situations and design tailored strategies.
• Insurance & Investment Solutions – Recommend AXA’s life, health, savings, and investment products.
• Sales Development – Prospect new clients, achieve sales targets, and qualify for commissions and bonuses.
• Ongoing Support – Provide after-sales service, policy renewals, and claims assistance.

Qualifications

• Bachelor’s degree (Finance, Business, Economics preferred).
• Proven experience in sales, financial advising, or related fields is an advantage.
• Strong understanding of financial products, investment strategies, and wealth management.
• Excellent communication, interpersonal, and presentation skills.
• Highly motivated, goal-oriented, and driven to succeed.
• Willingness to obtain and maintain Insurance Commission licenses.

What AXA Offers

• Commission-based income with performance incentives.
• Flexible schedule and hybrid work opportunities.
• Health and life insurance coverage.
• Annual company trips, recognition programs, and incentives.
• World-class training, mentorship, and professional development programs.
• Opportunities for promotion and leadership roles.