Hybrid Financial Consultant: Flexible Wealth & Insurance

AXA Philippines - Glendiesse Reyes; Bugallon; Hybrid; PHP 300,000 - 520,000; Full time

Benefits offered by this job

Commission-based income

Flexible schedule/hybrid work

Health and life insurance coverage

Annual incentives and recognition

Training and professional development

Promotion and leadership opportunities

Job summary

AXA Philippines is seeking a Financial Consultant to shape clients' financial futures through personalized advice and trusted relationships.

You will assess needs, design strategies across insurance, investments, retirement, and wealth protection, and drive sales with ongoing service.

This role offers commission-based income, hybrid work options, health and life coverage, and opportunities for career growth within a global insurer.

Qualifications

• Bachelor’s degree in Finance, Business, or Economics.
• Proven experience in sales, financial advising, or related fields.
• 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 to understand financial goals.
• Financial planning and tailored strategy design.
• Insurance & investment solutions: recommend AXA’s life, health, savings, and investment products.
• Sales development: prospect new clients and meet targets.
• Ongoing support: after-sales service, policy renewals, and claims.

Skills

Sales experience

Financial advising

Communication skills

Investment knowledge

Wealth management

Education

Bachelor's degree in Finance

Job description

AXA Philippines is seeking a Financial Consultant to shape clients' financial futures through personalized advice and trusted relationships.

You will assess needs, design strategies across insurance, investments, retirement, and wealth protection, and drive sales with ongoing service.

This role offers commission-based income, hybrid work options, health and life coverage, and opportunities for career growth within a global insurer.