Financial AdvisorAXA Philippines | Jose Antonio Bello

General Responsibilities
The financial advisor shall be under the supervision of the Unit Manager and will be tasked to:
Contribute to the overall sales performance of the team via an effective execution of various sales and marketing activities
Create financial blueprints and advise clients on portfolio management
Analyze and draw conclusions from market outlook and investment environment
Generate leads, client profiling, and prepare custom-fitted insurance and investment packages that is suited to that specific target market
Attend regular team meetings, company trainings and webinars, general assemblies and any other group activity that the company may require from time to time
Deliver exceptional customer and after-sales service to both new and existing clients as a means of client
Ideal Candidate must possess the following :
A smart negotiator and a proven deal-maker
Results-driven and performs well under pressure
Digital savvy and knows how to use different social media platforms to generate leads
Self-motivated but thrives under a team environment
Highly coachable and is willing to learn new things
Passionate about the financial services industry
Successful Candidates should have:
Preferably with 1-2 years sales experience preferably in the financial services industry.
Fresh graduates who want to learn and earn in this industry are also welcome to apply
Flexitime
Work from Home
Entry Level / Junior, Apprentice Sales and Marketing Financial Services 3 openings Bachelor's degree graduate
Established in 1999, AXA Philippines is one of the largest and fastest growing insurance companies in the country. It offers financial security to 1.3 million individuals through its group and individual life insurance as well as general insurance products through its wholly-owned subsidiary Charter Ping An.AXA Philippines is one of the first to introduce bancassurance operations in the country, and is among the pioneers in the investment-linked insurance sector.AXA now offers a complete range of products for all its customers' insurance and financial protection needs, including savings and investments, health plans, income protection, and health coverage; and through its general insurance subsidiary, Charter Ping An: fire, motor car, marine cargo, personal accident, bonds, casualty, and engineering insurance products.AXA Philippines closed 2019 with P2.5 billion in consolidated net income from both its life and general insurance businesses. Today, AXA has close to 7,000 financial advisors in more than 40 branches, and about 1,200 financial executives in over 900 Metrobank and PSBank branches nationwide. Charter Ping An, on the other hand, has 22 branches nationwide and more than 2,000 agents.AXA Philippines is a joint venture between the AXA Group, headquartered in France, GT Capital Holdings, Inc. (GT Capital), a leading listed conglomerate in the Philippines, and Metropolitan Bank and Trust Company (Metrobank), one of the Philippines' largest financial institutions. It is duly recognized by the Insurance Commission and has following licenses to operate: 2019/37-R for AXA and 2019/40-R for Charter Ping An.
Kalibrr

Makati City, Metro Manila
Permanent
Full-time