Financial Consultant: Wealth Planning & Flexible Schedule

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

Benefits offered by this job

Commission-based income

Flexible schedule

Health and life insurance coverage

Annual trips, recognition programs, &

World-class training & development

Promotion opportunities

Job summary

AXA Philippines is seeking a Financial Consultant to shape clients' financial futures, building lasting relationships, identifying needs, and offering customized solutions in insurance, investments, retirement, and wealth protection.

You will drive sales, meet individuals, families, and businesses, perform financial planning, recommend AXA’s life and health products, and provide ongoing support through renewals and claims.

Qualifications

• Bachelor’s degree (Finance, Business, 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 with 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

Financial advising

Wealth management

Communication skills

Interpersonal skills

Presentation skills

Education

Bachelor’s degree in Finance/Business/Economics

Job description

AXA Philippines is seeking a Financial Consultant to shape clients' financial futures, building lasting relationships, identifying needs, and offering customized solutions in insurance, investments, retirement, and wealth protection.

You will drive sales, meet individuals, families, and businesses, perform financial planning, recommend AXA’s life and health products, and provide ongoing support through renewals and claims.