SAA - A Partner of Trailblazers Financial Advisory
SAA - A Partner of Trailblazers Financial Advisory

Financial Advisor | Mandaluyong  

SAA - A Partner of Trailblazers Financial Advisory

 
  • Mandaluyong, Philippines
    Mandaluyong, Metro Manila, Philippines
    Mandaluyong
    Metro Manila
    Philippines
    Philippines
    TELECOMMUTE
  • ₱30,000.00 - ₱100,000.00 / month
    PHP
    30000
    100000
    30000
    MONTH
  • FreelanceCONTRACTOR

Expired 3 years ago

2021-04-29T16:00:00+00:00
Job closed.

Job Description

AXA’s Financial Advisors are passionate for a noble purpose, customer centric, and analytic individuals. They are masters for Financial Needs Analysis who are financial counselors assessing the financial needs and priorities of clients. It is a part-time / full-time sales position that aims to educate and protect the future of families and individuals.

Job Description:

  • Masters of Financial Needs Analysis helping clients plan for their short-term and long-term financial goals.
  • Recommends financial products suitable to the needs and purchasing power of a client
  • Actively generates sales leads and converts these to actual sales
  • Compliant with all regulations set by the Insurance Commission

Minimum Qualifications

Qualifications:

  • Graduate of any four-year course
  • Willing to undergo online training
  • Must be willing to pay for License Fees, as required by Insurance Commission
  • Believes in the purpose of financial planning and helping individuals and families

What are your Life Goals?

1. Achieve financial stability - not living from paycheck to paycheck
2. Provide family's needs and desires
3. Travel and explore
4. Free from worries - retire early, health-risk ready
5. Work with a purpose - join an organization or advocacy

Have you thought?

  • Are you enjoying your corporate job? Daily work, 9am to 5pm (or extended work hours), deadlines, reports, meetings.
  • If you are earning 20-30k fixed monthly, how are you able to save for your life goals
  • How about your passion? How to enjoy life while you can?

Being a Financial Advisor can provide Meaning to your Life.
This is not just about earning and selling, but having to Work with Passion and Nobility.

Perks and Benefits

  • Work from HomeWork from Home
  • Retirement Benefit PlansRetirement Benefit Plans
  • Medical / Health InsuranceMedical / Health Insurance
  • Performance BonusPerformance Bonus
  • Life InsuranceLife Insurance
  • FlexitimeFlexitime

Other

  • sales commission up to 40%
  • quarterly and persistency bonuses up to 20%
  • travel incentives

Licenses and Certifications

  • Insurance Agent License

Jobs Summary

Job Level
Entry Level / Junior, Apprentice
Job Category
Sales and Marketing
Educational Requirement
Bachelor's degree graduate
Office Address
Mandaluyong, Metro Manila, Philippines
Industry
Insurance
Vacancy
15 openings

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About SAA - A Partner of Trailblazers Financial Advisory

𝐓𝐑𝐀𝐈𝐋𝐁𝐋𝐀𝐙𝐄𝐑𝐒 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲 is a team of experts with a combined professional work experience of 45 years in the insurance industry. They have extensive backgrounds in the Financial Planning practices with emphasis on Insurance and Investment Management in both field and head office leadership positions. 𝐓𝐅𝐀 is leading the way in providing Financial Needs Advisory to every Filipino and their families. Focused on capability-building and an unrelenting regard for professionalism, 𝑡ℎ𝑖𝑠 𝑖𝑠 𝐹𝑖𝑛𝑎𝑛𝑐𝑖𝑎𝑙 𝐴𝑑𝑣𝑖𝑠𝑜𝑟𝑦 𝑢𝑛𝑙𝑖𝑘𝑒 𝑎𝑛𝑦𝑡ℎ𝑖𝑛𝑔 𝑦𝑜𝑢 ℎ𝑎𝑣𝑒 𝑒𝑥𝑝𝑒𝑟𝑖𝑒𝑛𝑐𝑒𝑑 𝑏𝑒𝑓𝑜𝑟𝑒! They understand the blueprint for success in building a business model in the Financial services industry, and they aim for nothing less than excellence.

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