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Financial Consultant

₱25K[Monthly]
Hybrid - LagunaNo Exp RequiredHigh/Senior High SchoolFull-time
AXA Philippines (Elizabeth Talanay)

AXA Philippines (Elizabeth Talanay)

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

Read More

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

Liz Amparo

Unit HeadAXA Philippines (Elizabeth Talanay)

Active within seven days

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