Executive Financial Advisor
AXA Philippines | Wonderful World
- San Juan, PhilippinesSan Juan, Metro Manila, Philippines, San Juan, Metro Manila, PhilippinesSan JuanMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- Part timePART_TIME
Expired 4 years ago
2019-12-08T08:16:04.221628+00:00Job closed.
Job Description
- Talking to clients to determine their habits, expenses, income, financial objectives, and other information vital to developing a financial plan and strategies. This includes answering all relevant questions they may have
- Providing clients with specialist advice on practices to help them reach their financial objectives.
- Researching marketplace and recommending the most appropriate financial product or service available to the client.
- Preparing and interpreting financial documents, investment performance reports, as well as income projections to clients.
- Implementing financial plans chosen by client.
- Providing periodic updates on the performance of investment portfolios.
- Building and managing a client database.
- Meeting team’s KPIs.
Minimum Qualifications
- Preferably a degree in finance, business management, marketing, or any related field, but open to all graduates of any field of study.
- Have a track record of professional success.
- Self-motivated, highly driven and have an entrepreneurial personality.
- Have an ability to think critically and use sound judgment when serving clients.
- Have the ability to explain complex information simply and clearly.
- Strong research and analytical skills
- Strong communication, negotiation, and presentation skills.
- Proficient in using computers for various tasks.
Perks and Benefits
Flexitime
Work from Home
Medical / Health Insurance
Medical, Prescription, Dental, or Vision Plans
Performance Bonus
Free Lunch or Snacks
Recruitment / Signing Bonus
Required Skills
- Relationship Management
- Training Facilitation
- Analyzing Data
- Interpersonal Skills
- Attention to Detail
- Time Management
- Problem Solving
Licenses and Certifications
- Insurance Agent License
Jobs Summary
- Job Level
- Mid-Senior Level / Manager
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Always
- Office Address
- San Juan, Metro Manila, Philippines
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About AXA Philippines | Wonderful World
AXA Philippines is one of the largest and fastest growing life insurance companies in the country, offering financial security to more than one million individuals through our group and individual life insurance products.
AXA has more than 4,000 financial advisers in 32 branches, and 700 financial executives in over 900 Metrobank and PSBank branches nationwide.