Deskripsi Pekerjaan
Join AXA Philippines as a Financial Advisor and become a trusted guide in helping clients achieve financial security through personalized insurance solutions. In this impactful role, you'll leverage AXA's global expertise to assess client needs, recommend tailored financial products, and build lasting relationships based on trust and reliability. AXA provides comprehensive training, competitive compensation, and a supportive environment where your career in financial services can flourish. Whether you're guiding families through life protection strategies or assisting businesses with risk management solutions, you'll make a tangible difference in people's lives while growing professionally.
As part of AXA's team, you'll gain exposure to industry-leading financial planning methodologies and digital tools that enhance client engagement. The role offers a unique blend of autonomy and collaboration, allowing you to develop your sales acumen while adhering to ethical standards and regulatory compliance. With a competitive base salary and performance-based incentives, this position rewards your dedication to client success and financial literacy advocacy.
Tanggung Jawab
- Conduct comprehensive financial needs analysis for individual and business clients
- Develop and present customized insurance solutions aligned with client goals
- Build and maintain a robust client portfolio through proactive relationship management
- Stay updated on industry regulations, product innovations, and market trends
- Exceed sales targets while maintaining AXA's ethical service standards
- Provide ongoing financial guidance and policy reviews to ensure client satisfaction
- Collaborate with AXA's support team to deliver seamless client experiences
Kualifikasi
- Bachelor's degree in Finance, Business, Economics, or related field
- Strong sales acumen with proven track record in financial services or insurance
- Excellent communication and interpersonal skills
- Certification in financial planning (e.g., CFP, RFP) or willingness to obtain
- Proficiency in digital tools for client management and sales tracking
- Ability to work independently while collaborating within a team environment
- Valid PRC license or willingness to secure relevant industry certifications