Hybrid Financial Advisor: Wealth & Insurance Solutions

AXA Philippines - Glendiesse Reyes; Anda; Hybrid; PHP 500,000 - 900,000; Full time

Benefits offered by this job

Commission-based income

Flexible schedule

Health and life insurance coverage

Annual company trips, recognition, and

World-class training, mentorship, and

Promotion and leadership opportunities

Job summary

AXA Philippines is seeking a Financial Consultant to shape clients' financial futures by offering insurance, investments, retirement planning, and wealth protection. Build trust with individuals, families, and businesses and tailor solutions that meet their goals.

Responsibilities include client engagement, financial planning, recommending AXA’s life and health products, driving sales, and providing ongoing service such as policy renewals and claims support; the role offers a commission-based

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

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 by offering insurance, investments, retirement planning, and wealth protection. Build trust with individuals, families, and businesses and tailor solutions that meet their goals.

Responsibilities include client engagement, financial planning, recommending AXA’s life and health products, driving sales, and providing ongoing service such as policy renewals and claims support; the role offers a commission-based