Financial Advisor -AXA

Ideas by Jowiee Incorporated

₱20-40K[Monthly]
RemoteNo Exp RequiredDiplomaFreelance
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Remote Details

Open Country：Philippines

Language Requirements：English | Filipino

This remote job is open to candidates in specific countries. Please confirm if you want to continue despite potential location restrictions

Job Description

Description

  • Provide personalized financial advice to clients.
  • Develop and manage client relationships to assess financial goals.
  • Create tailored investment strategies and portfolios.
  • Monitor market trends and adjust plans accordingly.
  • Ensure compliance with regulations and company policies.
  • Conduct regular reviews and adjust strategies as necessary.
  • All necessary trainings to excel at this role will be provided.

Requirements

  • Experience Level: No prior experience required; training will be provided.
  • Skills and Competencies: Strong people-oriented skills, excellent networking abilities, and proficiency in both consultative and online sales techniques.
  • Working Conditions: Office-based with occasional client meetings; flexible hours may be available.
  • Qualities and Traits: Highly motivated, strong communication skills, customer-focused, and adaptable.
People OrientedNetworking SkillsConsultative SalesOnline Sales
Preview

George Tam

OwnerIdeas by Jowiee Incorporated

High response rate

Posted on 05 August 2025

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