Financial Strategist & Wealth Planner (Hybrid)

AXA Philippines - Glendiesse Reyes; Dasol; Hybrid; PHP 300,000 - 540,000; Full time

Benefits offered by this job

Commission-based income

Flexible schedule

Health and life insurance coverage

Annual trips and recognition programs

World-class training and development

Job summary

AXA Philippines is seeking a Financial Consultant to help clients plan their financial future through tailored insurance and investment solutions. You will build trust, identify goals, and present wealth protection strategies.

The role offers hybrid work options, commission-based income, and opportunities to grow through training and leadership development within a global financial services group.

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 advisory

Investment knowledge

Communication skills

Licensing willingness

Education

Bachelor’s degree

Job description

AXA Philippines is seeking a Financial Consultant to help clients plan their financial future through tailored insurance and investment solutions. You will build trust, identify goals, and present wealth protection strategies.

The role offers hybrid work options, commission-based income, and opportunities to grow through training and leadership development within a global financial services group.