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Financial Advisor
AXA Philippines
Posted
3 months ago

Cebu, Central Visayas, Philippines

Remote

PHP 50K

Junior Level

Full Time

Job Categories

Finance Sales Consulting Insurance Advisory

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Sema Summary

AXA Philippines is seeking client-focused Financial Advisors to help individuals achieve their financial goals. The role involves building relationships, financial analysis, and presenting tailored solutions to clients.

About Company

AXA Philippines is a leading insurance company focused on empowering individuals and businesses with financial security. They offer a wide range of life and general insurance products, dedicated to human progress and protection.

Core Requirements

Bachelor’s degree in any field
Strong passion for sales
Excellent communication skills
Interpersonal and presentation skills
Willingness to obtain a valid Insurance Commission license

Responsibilities

Build and maintain a client portfolio through networking
Conduct financial needs analysis for clients
Design and present financial plans
Provide ongoing service and portfolio reviews
Adhere to regulations and code of ethics
Maintain a valid Insurance Commission license
Engage in continuous professional development

Benifits

Competitive commission structure
Performance bonuses
Comprehensive benefits package
Access to training academy
Career advancement opportunities

Must Have skills

Sales skillsClient service orientationStrong communication skillsAnalytical skillsSelf-motivationPresentation skillsResilience

Job Keywords

Financial AdvisorClient ServiceSalesInsuranceFinancial Planning

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