Deskripsi Pekerjaan
Join AXA Philippines as a Financial Advisor and embark on a rewarding career helping clients secure their financial future. In this pivotal role, you'll leverage AXA's industry-leading resources to design personalized insurance solutions that protect families, businesses, and individuals against life's uncertainties. Your expertise in financial planning will empower clients to make informed decisions about protection, investments, and retirement strategies. AXA provides comprehensive training, competitive compensation, and a supportive environment where your professional growth is prioritized. Whether you're guiding young professionals or established families, you'll make tangible impacts on financial security while building lasting client relationships.
Tanggung Jawab
- Develop and maintain trusted client relationships through personalized financial consultations
- Conduct comprehensive financial needs assessments to identify protection gaps
- Present tailored AXA insurance products aligned with client objectives
- Achieve monthly sales targets while maintaining ethical sales practices
- Stay current with regulatory requirements and industry best practices
- Collaborate with cross-functional teams to enhance service delivery
- Maintain accurate client records and documentation in CRM systems
Kualifikasi
- Bachelor's degree in Finance, Economics, Business, or related field
- 1+ years of experience in sales, financial services, or customer-facing role
- Strong communication and presentation skills
- Ability to build rapport and establish client trust
- Valid PRC license or willingness to obtain relevant certifications
- Proficiency in financial analysis and needs-based selling
- Results-driven with proven track record in meeting targets