Financial Executive

About the role

Join our dynamic team as a Sales Associate at AXA Philippines - Glendiesse Reyes'. In this full-time position based in Dagupan City Pangasinan, you will play a crucial role in providing comprehensive financial planning services to our clients. As a Financial Advisor, you will be responsible for guiding individuals and families towards achieving their financial goals through tailored solutions.

What you'll be doing

• Conducting in-depth financial needs assessments to understand clients' unique financial situations and objectives
• Developing customised financial plans that incorporate investment, retirement, insurance, and other wealth management strategies
• Educating clients on financial concepts and products to empower them to make informed decisions
• Maintaining strong relationships with clients by providing ongoing support and reviewing financial plans regularly
• Staying up-to-date with industry regulations, ...