Financial Advisor

Job Description: Financial Advisor – AXA Philippines

About AXA Philippines

AXA Philippines is a joint venture between the Paris-based AXA Group and Metrobank Group, one of the country’s largest financial conglomerates. As one of the fastest-growing insurance providers in the Philippines, AXA empowers over 1.5 million clients with solutions in life insurance, health coverage, investments, savings, and retirement planning. Guided by its purpose “to act for human progress by protecting what matters”, AXA is committed to helping Filipinos secure their financial future.

Role Overview

As a Financial Advisor, you will serve as a trusted partner to clients, helping them achieve financial security and long-term goals. This role involves financial planning, client acquisition, and portfolio management, with opportunities for professional growth and unlimited earning potential.

Key Responsibilities

• Client Acquisition
  Build and expand a client base through networking, referrals, and outreach.
• Financial Needs Analysis
  Assess client goals, risk tolerance, and financial situation to design tailored plans.
• Solution Design
  Recommend AXA’s life insurance, health, and investment products to meet client needs.
• Portfolio Management
  Conduct regular reviews to ensure plans remain relevant and effective.
• Compliance
  Adhere to Insurance Commission regulations and AXA’s ethical standards.
• Professional Development
  Complete training, licensing, and continuous learning programs.

Qualifications

• Bachelor’s degree in any field (Finance-related preferred).
• Strong communication, interpersonal, and presentation skills.
• Analytical mindset with problem-solving ability.
• Passion for sales, client service, and financial planning.
• Willingness to obtain and maintain a valid Insurance Commission (IC) license.

What AXA Offers

• Unlimited earning potential via commissions and bonuses.
• Global travel incentives and recognition awards.
• Access to AXA’s training academy for career and personal growth.
• Clear advancement path into leadership or specialist roles.
• Flexibility to work from anywhere in the Philippines.