Deskripsi Pekerjaan
Join AXA Philippines as a Financial Advisor and embark on a rewarding career in wealth management. We are looking for motivated individuals who are passionate about helping families and businesses secure their future. As a Financial Advisor, you will have the opportunity to build lasting relationships with clients by providing expert advice on insurance solutions, investment plans, and retirement strategies.
At AXA, we believe in empowering our advisors with the tools, training, and support you need to succeed. This role offers a competitive compensation package, including a base salary and uncapped commission potential. Whether you are an experienced professional or just starting your career in the financial sector, AXA provides a platform for growth and professional development. You will work in a dynamic environment that values integrity, innovation, and client-centric service. If you are driven, results-oriented, and eager to make a tangible impact on the lives of your clients, we want to hear from you.
Tanggung Jawab
- Analyze client financial needs and recommend suitable insurance products.
- Build and maintain strong relationships with existing and prospective clients.
- Conduct regular follow-ups and presentations to explain policy details.
- Achieve monthly and quarterly sales targets and revenue goals.
- Stay updated on industry trends, regulatory changes, and AXA product portfolio.
- Refer complex cases to senior advisors or specialists when necessary.
Kualifikasi
- Bachelor's degree in Finance, Business Administration, or any related field.
- At least 1-2 years of experience in sales, financial services, or insurance preferred.
- Strong communication and interpersonal skills.
- Ability to work independently and manage time effectively.
- Professional certification (e.g., CFA, ChFC, or CAM) is a plus.
- Must be willing to undergo licensing requirements (e.g., Insurance Commission licenses).
- Highly organized with a keen attention to detail.