Financial Consultant

AXA Philippines (Elizabeth Talanay)

₱25K[Monthly]
Hybrid - LagunaNo Exp RequiredHigh/Senior High SchoolFull-time
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Job Description

Benefits

  • Insurance Health & Wellness

    Accidental Death & Dismemberment Insurance

  • Perks Benefits

    Annual Company Trip

  • Professional Development

    Job Training, Mentorship Program, Professional Development

  • Work-Life Balance

    Flexible Hours, Travel Concierge, Work from Home

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Responsibilities
* Assist clients in identifying their financial goals and need.
* Recommend suitable insurance and financial solutions.
* Explain policy benefits, coverage, and terms clearly.
* Build and maintain strong client relarionships.
* Conduct client presentations and financial needs analysis.
* Follow up with clients and provide ongoing policy services.
* Develop new clients through networking, referrals, and recruitment
* Meet sales and performance targets while maintaining professionalism and ethical standars.

Financial ConsultationEntrepreneurial SkillProject Monitoring Tools
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Liz Amparo

Unit HeadAXA Philippines (Elizabeth Talanay)

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Posted on 02 Sep 2026

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