Financial Advisor Part Time | AXA Philippines
AXA Philippines | Francis Alcantara
- Makati, PhilippinesMakati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- Full timeFULL_TIME
Job closed.
Job Description
- Contribute to the overall sales performance of the team via an effective execution of various sales and marketing activities
- Create financial blueprints and advise clients on portfolio management
- Analyze and draw conclusions from market outlook and investment environment
- Generate leads, client profiling, and prepare custom-fitted insurance and investment packages that is suited to that specific target market
- Attend regular team meetings, company trainings and webinars, general assemblies, and any other group activity that the company may require from time to time
- Deliver exceptional customer and after-sales service to both new and existing clients as a means of client retention and boost client-referrals
Minimum Qualifications
We are looking for
- Fresh grads, undergrads, people who are new to the work force and/or veterans in their respective industries looking for part-time work
- Efficient workers that are able to manage their time well
- Individuals in learning more about financial services and the industries attached to it
- People wirh excellent communication skills and confident in public speaking
- Applicants who are highly self-motivated and results-oriented
- More than experience, we are looking for candidates who are willing to be trained and mentored for success. We believe that not everyone can become a great financial advisor, but a great financial advisor can come from anywhere, which is even though we've set preferences for this job post, we are eager to learn from people with from different backgrounds so we can provide a more personal and wholistic service to our clients.
What’s in it for you?
- Very competitive commissions rates
- Fringe benefits (Group HMO, Life, retirement, etc.)
- Quarterly and yearly bonuses
- Travel incentives
- Flexible work set up (WFH and no shift hours)
- Be part of a highly motivated and driven Millennial/Gen-Z team
- Mentored by leaders who are highly successful in the field (MDRTs, AXA Senior Management, etc.)
- Fast-track career – promising candidates can be promoted/endorsed for higher positions purely based on your objective result
Perks and Benefits
- Work from Home
- Free Lunch or Snacks
- Medical / Health Insurance
- Performance Bonus
- Recruitment / Signing Bonus
- Flexitime
Required Skills
- Persuasion and Negotiation
- Sales and Marketing Knowledge
- Economics
- Financial Analysis
- Time Management
- Budgeting
Preferred Courses
- Finance
- Applied Economics [Financial Economics] and BS Management of Financial Institutions
- Business Administration [Marketing]
Jobs Summary
- Job Level
- Associate / Supervisor
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Sometimes
- Office Address
- Makati, Metro Manila, Philippines
About AXA Philippines | Francis Alcantara
A global leader in insurance and investments, AXA takes care of 103 million lives in 64 countries worldwide. We actively invest in pioneering and personalized solutions to meet your ever-changing needs and exceed your expectations.
In the Philippines, we are in partnership with Metrobank, one of the country's strongest banks.