job description
Join AXA Philippines as a Financial Advisor and empower clients to achieve long-term financial security through personalized insurance and investment solutions. In this dynamic role, you will build trusted relationships, assess financial needs, and design tailored strategies to help individuals and families protect their future.
Based in the vibrant communities of Bali, Indonesia (Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, or Badung), you’ll leverage AXA’s global expertise while enjoying a flexible, results-driven work environment. Whether you’re advising expatriates, digital nomads, or local residents, your insights will drive financial confidence and stability.
This is a full-time, remote-friendly position with competitive compensation, performance incentives, and professional growth opportunities in the banking and financial services sector.
Responsibility
- Conduct one-on-one financial consultations to understand clients’ goals, risk tolerance, and budget constraints.
- Develop and present customized insurance and investment plans (life, health, retirement, wealth management).
- Educate clients on financial products, market trends, and long-term planning strategies.
- Monitor and review client portfolios, recommending adjustments to align with life changes or economic shifts.
- Collaborate with AXA’s underwriting and compliance teams to ensure regulatory adherence.
- Build and maintain a client pipeline through networking, referrals, and digital outreach.
- Stay updated on industry regulations, product innovations, and competitive offerings.
- Achieve quarterly sales targets while prioritizing client satisfaction and ethical advisory practices.
Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or related fields (or equivalent experience).
- Minimum 2 years of experience in financial advisory, insurance sales, or banking.
- Proven track record of meeting sales targets in a client-facing role.
- Strong communication and interpersonal skills to simplify complex financial concepts.
- Proficiency in CRM tools (e.g., Salesforce) and financial planning software.
- Licensed or willing to obtain Philippine Insurance Commission (IC) certification.
- Self-motivated with the ability to work independently in a remote setting.
- Fluency in English; additional languages (e.g., Tagalog, Indonesian) are a plus.