Financial Advisor | Mandaluyong
SAA - A Partner of Trailblazers Financial Advisory
- Mandaluyong, PhilippinesMandaluyong, Metro Manila, PhilippinesMandaluyongMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- ₱30,000.00 - ₱100,000.00 / monthPHP3000010000030000MONTH
- FreelanceCONTRACTOR
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 Home
- Retirement Benefit Plans
- Medical / Health Insurance
- Performance Bonus
- Life Insurance
- Flexitime
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