Financial Advisor
AXA Philippines - Auspicious Life
Manila, Philippines
2d ago
source : Bossjob

Join our diverse community of professional people protectors united in providing the best financial advice and solutions for our customers.

Our commitment to excellence in our profession is exemplified by our world-class Million Dollar Round Table (MDRT) Financial Advisors.

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

  • Master of Financial Needs Analysis and Financial Consultations :
  • Help clients plan for their short-term and long-term financial goals.
  • Recommends products suitable to the needs and purchasing power of a client.
  • Maintain awareness of the latest legislative changes that affect financial planning.
  • Prepare financial plans and check their accuracy.
  • Respond to prospective customer queries about financial planning.
  • Support investment professionals to cultivate client relationships.
  • Assist in the development plans for the company.
  • Offer subject matter expertise to fellow Financial Advisors.Qualifications :
  • Solid communication, negotiation, and presentation skills.
  • Attention to detail and consistent accuracy with all data.
  • Highly articulate and able to explain complex information clearly and simply.
  • Strong relevant computer skills including the ability to operate database systems.
  • Sales experts with proven quality customer attention and after-sales-service
  • Relationship and Network Leaders with strong influence group affiliations
  • Bachelor’s degree in business, finance or related field is an advantage
  • Experience in the banking, insurance, pharmaceutical, real estate, and other sales industries is an advantage
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