Financial Consultant: Commission-Based Wealth Planning

AXA Philippines - Glendiesse Reyes; Manaoag; Hybrid; PHP 335,000 - 670,000; Full time

Benefits offered by this job

Commission-based income

Flexible schedule

Health and life insurance coverage

Annual company trips and incentives

World-class training and development

Job summary

AXA Philippines is seeking a Financial Consultant to shape clients' financial futures. You will build trust, identify needs, and offer tailored insurance, investments, retirement, and wealth protection solutions.

You will drive sales, meet targets, and provide ongoing support through policy renewals and claims assistance. The role emphasizes client engagement, financial planning, and comprehensive product knowledge, with a flexible, hybrid schedule and licensing requirements to advance in a

Qualifications

• Bachelor’s degree in Finance, Business, or Economics preferred.
• Proven experience in sales, financial advising, or related fields is an advantage.
• Strong understanding of financial products, investment strategies, and wealth management.
• Excellent communication, interpersonal, and presentation skills.
• Highly motivated, goal-oriented, and driven to succeed.
• Willingness to obtain and maintain Insurance Commission licenses.

Responsibilities

• Client Engagement – Meet individuals, families, and businesses to understand financial goals.
• Financial Planning – Assess client situations and design tailored strategies.
• Insurance & Investment Solutions – Recommend AXA’s life, health, savings, and investment products.
• Sales Development – Prospect new clients, achieve sales targets, and qualify for commissions and bonuses.
• Ongoing Support – Provide after-sales service, policy renewals, and claims assistance.

Skills

Sales experience

Communication

Interpersonal skills

Presentation skills

Motivation & goal orientation

Licensing willingness

Education

Bachelor’s degree in Finance/Business/Economics

Tools

Insurance licenses

Job description

AXA Philippines is seeking a Financial Consultant to shape clients' financial futures. You will build trust, identify needs, and offer tailored insurance, investments, retirement, and wealth protection solutions.

You will drive sales, meet targets, and provide ongoing support through policy renewals and claims assistance. The role emphasizes client engagement, financial planning, and comprehensive product knowledge, with a flexible, hybrid schedule and licensing requirements to advance in a