Job description:
Role Summary:
The Unit Head is responsible for building, leading, developing, and growing a team of Financial Advisors to achieve sales targets while helping clients achieve financial security through AXA's insurance and investment solutions.
Key Responsibilities:
1. Team Leadership & Recruitment
Recruit, train, and mentor a team of Financial Advisors
Conduct regular coaching, huddles, and performance reviews
Build a strong, motivated, and ethical sales culture
2. Sales & Business Development
Achieve personal and team sales targets (APE, case count, active advisors)
Drive recruitment initiatives (like ARRP) to grow the business
Ensure advisors are equipped to provide proper financial planning to clients
3. Training & Development
Facilitate product knowledge, selling skills, and compliance training
Guide new advisors through their licensing, onboarding, and first 90 days
Help advisors qualify for company incentives, awards, and promotions
4. Client Management & Compliance
Ensure all business is done in accordance with AXA and Insurance Commission standards
Promote high-quality client servicing and after-sales support
Handle escalations and ensure client concerns are addressed promptly
Qualifications:
Bachelor's Degree in any course
At least 2 years experience in sales management, preferably in insurance/financial services/ sales industry/ business
With existing team or experience handling a sales team is an advantage
Strong leadership, communication, and coaching skills
Must be result-oriented and willing to do field work
What We Offer:
Php 50,000 Monthly Allowance + Commissions + Bonuses
FREE Managerial Training in Cebu or Manila for 3D2N.
FREE Php 110,000 HMO & Php 1.5 Million Life Insurance Coverage
Passive / Override Income from Team Production
Local and International Travel Incentives
Monthly, Quarterly, Mid-Year, and Annual Awards & Recognition
Career Growth - Senior/ Executive Unit Head to Branch Head / Director Leadership
Purpose-Driven Career: Help Others While Growing Your Business
Benefits:
Company events
Flexible schedule
Flextime
Health insurance
Life insurance
Opportunities for promotion
Paid training
Work from home
Application Question(s):
Are you Tech Savvy?
Experience:
Managerial: 2 years (Required)
Sales: 1 year (Preferred)
Pay: Php50,000.00 per month
Benefits:
- Company events
- Flexible schedule
- Flextime
- Health insurance
- Life insurance
- Opportunities for promotion
- Paid training
- Work from home
Application Question(s):
- Are you Tech Savvy?
Experience:
- Managerial: 1 year (Preferred)
- Sales: 1 year (Preferred)
Work Location: Hybrid remote in Leyte
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