Independent Financial Advisor

Company Description

AXA Philippines offers a comprehensive range of financial products and solutions tailored to meet diverse customer needs. These include life insurance, investment-linked policies, savings and investment plans, health coverage, and property and casualty insurance. AXA Philippines is dedicated to helping clients achieve financial security and peace of mind through innovative products and services.

Role Description

This is a full-time, on-site role for an Independent Financial Advisor located in General Santos. The Independent Financial Advisor will be responsible for understanding client needs, providing financial advice, and offering customized insurance and investment solutions. Daily tasks include meeting with clients, analyzing their financial objectives, conducting financial needs analysis, and recommending appropriate products. The role also involves staying updated on financial market trends and company products to guide clients effectively.

Qualifications

• Strong interpersonal and communication skills with the ability to build relationships with individuals and groups.
• Expertise in financial planning, understanding of insurance and investment products, and a commitment to continuous learning in the financial domain.
• Analytical thinking, problem-solving skills, and the ability to assess clients financial needs and provide tailored solutions.
• Proficiency in goal-setting and results-oriented work, with excellent organizational and time-management abilities.
• Passion for providing support in financial security, as well as adaptability to dynamic market trends and customer objectives.
• Bachelor's degree in Business, Finance, Economics, or a related field is preferred; certification in financial planning or insurance is a plus.