Hybrid Financial Advisor – Wealth & Insurance

AXA Philippines - Glendiesse Reyes; Urdaneta; Hybrid; PHP 400,000 - 560,000; Full time

Benefits offered by this job

Hybrid work opportunities

Health and life insurance coverage

Performance incentives

Training and development programs

Job summary

AXA Philippines is seeking a Financial Consultant to build client relationships, assess financial needs, and offer customized insurance, investment, and wealth-management solutions. The role emphasizes sales growth, after-sales support, and ongoing client engagement within a hybrid work setting.

Ideal candidates hold a bachelor’s degree in finance, business, or economics, with strong communication skills and a drive to succeed.

Qualifications

• Bachelor’s degree in Finance, Business, or Economics.
• Experience in sales or financial advising is advantageous.
• Strong knowledge of financial products and wealth management.
• Excellent communication and presentation abilities.
• 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

Excellent communication

Interpersonal skills

Presentation skills

Goal oriented

Education

Bachelor’s degree (Finance, Business, Economics)

Job description

AXA Philippines is seeking a Financial Consultant to build client relationships, assess financial needs, and offer customized insurance, investment, and wealth-management solutions. The role emphasizes sales growth, after-sales support, and ongoing client engagement within a hybrid work setting.

Ideal candidates hold a bachelor’s degree in finance, business, or economics, with strong communication skills and a drive to succeed.