Virtual Financial Advisor
Trailblazers Financial Advisory | AXA Philippines
- Makati, Philippines11, Ayala Avenue Ext, Bel-Air, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- ₱35,000.00 - ₱50,000.00 / monthPHP350005000035000MONTH
- Part timePART_TIME
Job closed.
Job Description
Responsibilities:
- Undergo and complete all training programs
- Source for potential clients and help them accomplish their financial objectives by assessing their financial situation
- Work with clients in planning for their financial future by offering and providing insurance and investment advice
- Construct and present a personal financial plan that is suited to the client
Benefits
- Unlimited performance bonuses and commissions
- Work from home set-up
- flexible work schedule
- mentorship and training programs
- Local and International travel incentives
- Benefits: HMO, Group Life Insurance & Provident Fund *upon segmentation*
Minimum Qualifications
- Candidate must possess a Bachelor’s Degree / College Degree in any related field
- A stable internet connection and with own laptop, desktop, or tablet
- Previous sales experience preferred but not required
- Has an entrepreneurial and strategic mindset and high aptitude for learning
- Good communication and presentation skills
- Ability to establish and build a good working relationship with colleagues and client
Perks and Benefits
- Flexitime
- Work from Home
- Performance Bonus
Required Skills
- Presentation Skills
- Training Facilitation
- Sales and Marketing Knowledge
- Interpersonal Skills
- Customer Service
- Technical Skills
- Closing Sales
Jobs Summary
- Job Level
- Associate / Supervisor
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Sometimes
- Office Address
- Ayala Avenue Ext, Bel-Air
About Trailblazers Financial Advisory | AXA Philippines
We are a team of experts with a combined professional work experience of 45 years in the insurance industry. We have an extensive background in the Financial Planning practices with emphasis on Insurance and Investment Management in both field and head office leadership positions. TFA is leading the way in providing Financial Needs Advisory to every Filipino family.
Focused on capability-building and an unrelenting regard for professionalism, this is Financial Advisory unlike anything you have experienced before. We understand the blueprint for success in building a business model in the Financial services industry. And we aim for nothing less than excellence.
Trailblazers will be the model agency, working as partners of the company. Because of our experience, we have more independence. More independence, means more growth. More growth, more excellence. We are Agency 2.0.
Join our team of innovators and spearhead Financial Literacy across the land. Rewrite your future and create a new track through your life for a better and secured future for you and your family.