Financial Advisor | Work From Home | Axa Ph

1 day ago
Category:Sales and Marketing
Type::Full time
Job description:

Job Description:

We are looking for a result-driven financial advisor to be responsible for providing financial advice to clients on retirement planning, investing in the future, saving for education, and life insurance protection. The financial advisor will generate leads, meet with clients, complete a financial needs analysis, and present them with customized financial proposals. You should thereafter discuss and market insurance options that suit their needs.

To be successful as a financial advisor, you should stay up to date with the latest products and benefits and inform clients of these offerings. Ultimately, a top-notch Financial advisor should offer specialized guidance and advice on areas of concern and empower people to live better lives.


Lead Generation

Meeting with clients.

Offering specialized financial guidance and advice.

Completing financial needs analyses.

Creating and explaining customized plans.

Utilizing knowledge of tax investment strategies.

Assessing clients' financial portfolios.

Analyzing clients' risk.

Encouraging clients to invest in the future.


Prospecting skills

Meeting sales goals

Motivation for sales

Product knowledge

Organizational skills

Attention to detail

Strong communication skills


Bachelors degree

A license issued by the Insurance Commission.

Strong verbal and written communication skills.

On-going training in the latest products and benefits.

Attendance at product launches and seminars.

Compliance according to regulations and policies.

Min. Qualification:College graduate, Sale, Presentation, Communication
Shift:Varying shift
How to apply:
Send your resume to [email protected]
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