Financial Advisor

The Opportunity

We are seeking driven and client-focused individuals to join us as Financial Advisors. In this role, you will build meaningful relationships, provide holistic financial planning, and leverage AXA’s expertise to help clients achieve their life and wealth protection goals.

Key Responsibilities

• Client Acquisition & Growth: Proactively build and maintain a client portfolio through networking and referrals.
• Financial Needs Analysis: Conduct thorough reviews to understand clients' financial situations, goals, and risk profiles.
• Solution Design & Presentation: Create and present tailored financial plans using AXA’s comprehensive suite of life insurance, investment, and health products.
• Ongoing Service: Provide exceptional ongoing advice, conduct regular portfolio reviews, and ensure client plans remain relevant.
• Compliance: Adhere strictly to all regulations ...