AXA Wealth & Insurance Advisor

AXA Philippines; Pogo Grande; On-site; PHP 167,000 - 312,000; Part time

Benefits offered by this job

Flexible work arrangements

Training and development

Performance incentives

Job summary

AXA Philippines is seeking a dedicated Wealth & Insurance Advisor in Dagupan City, Pangasinan. This part-time role focuses on helping clients navigate financial planning needs and insurance solutions, building long-term relationships and delivering personalised financial guidance.

You will assess client situations, present suitable strategies, and support ongoing service delivery while maintaining regulatory compliance and high client satisfaction.

Qualifications

• Strong communication and interpersonal skills for diverse clients.
• Sales aptitude with ability to identify client needs and present solutions.
• Understanding of financial planning concepts and insurance products.
• Excellent organizational and time management skills.
• Willingness to pursue relevant certifications or qualifications.
• Experience in financial services or client advisory roles preferred.

Responsibilities

• Assess clients' financial situations, goals, and insurance needs.
• Recommend wealth management strategies and insurance products.
• Develop financial plans aligning with short- and long-term objectives.
• Build and maintain relationships with clients through follow-ups.
• Educate clients on benefits and features of products.
• Process applications and documentation accurately.
• Achieve sales targets and maintain client satisfaction.
• Stay informed about AXA Philippines' offerings and industry trends.
• Collaborate with internal teams to ensure service delivery.
• Comply with regulatory requirements and company policies.

Skills

Communication skills

Sales aptitude

Interpersonal skills

Time management

Customer service

Independent working

Education

High school diploma or equivalent

Finance/business degree advantageous

Job description

About us

AXA Philippines is a leading financial services company committed to providing comprehensive wealth management and insurance solutions to our diverse client base. With a strong reputation built on trust, expertise, and innovation, we are dedicated to helping individuals and families protect their financial futures and build lasting wealth. Our mission is to empower our clients through personalised financial guidance and quality insurance products that meet their evolving needs.

About the role

We are seeking a dedicated AXA Wealth & Insurance Advisor to join our growing team in Dagupan City, Pangasinan. This is a part-time position that offers flexibility whilst allowing you to make a meaningful impact in your community. As a Wealth & Insurance Advisor, you will play a crucial role in helping clients navigate their financial planning needs and discover insurance solutions that protect their assets and provide peace of mind. This role is fundamental to AXA Philippines' mission of delivering personalised financial advice and building long-term client relationships in the Dagupan City area.

Key responsibilities

• Assess clients' financial situations, goals, and insurance needs through comprehensive consultations
• Recommend suitable wealth management strategies and insurance products tailored to individual client circumstances
• Develop and present financial plans that align with clients' short-term and long-term objectives
• Build and maintain strong relationships with clients through regular follow-ups and ongoing support
• Educate clients on the benefits and features of various insurance and investment products
• Process applications and documentation accurately and efficiently
• Achieve sales targets and maintain high levels of client satisfaction
• Stay informed about AXA Philippines' product offerings and industry trends
• Collaborate with internal teams to ensure seamless service delivery
• Comply with all regulatory requirements and company policies

What we're looking for

• Strong communication and interpersonal skills with the ability to build trust and rapport with diverse clients
• Sales aptitude with proven ability to identify client needs and present solutions effectively
• Proficiency in financial planning concepts and understanding of insurance products
• Excellent organisational and time management skills, particularly important for managing a part-time schedule
• Customer service orientation with a commitment to delivering quality advice and support
• Ability to work independently and take initiative whilst being part of a collaborative team
• Attention to detail and accuracy in handling financial documentation
• Willingness to pursue relevant financial certifications or insurance qualifications
• High school diploma or equivalent; tertiary education in finance, business, or related fields is advantageous
• Previous experience in financial services, insurance sales, or client advisory roles is preferred but not essential

What we offer

At AXA Philippines, we believe in supporting our advisors with the tools and flexibility they need to succeed. This part-time role offers flexible working arrangements that allow you to balance professional growth with personal commitments. We provide comprehensive training and ongoing professional development to help you build expertise in financial planning and insurance advisory. You will have access to competitive remuneration packages comprising base salary and performance-based incentives. We invest in our team members' career development by offering opportunities for progression within the organisation and support for professional certifications. Additionally, you will enjoy access to AXA Philippines' employee benefits programme and the satisfaction of helping clients achieve their financial goals.