virtual Financial Advisor | work from homeAXA Philippines | Francis Alcantara

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 retention and boost client-referrals
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.
Flexitime
Employee Discounts
Work from Home
Performance Bonus
Entry Level / Junior, Apprentice Sales and Marketing Insurance 5 openings Bachelor's degree graduate
A global leader in insurance and investments, AXA takes care of 103 million lives in 64 countries worldwide. We actively invest in pioneering and personalized solutions to meet your ever-changing needs and exceed your expectations.In the Philippines, we are in partnership with Metrobank, one of the country's strongest banks.
Kalibrr

Makati City, Metro Manila
Permanent
Full-time