Hybrid Financial Consultant: Wealth & Insurance Advisor

AXA Philippines - Glendiesse Reyes; Alcala; Hybrid; PHP 279,000 - 502,000; Full time

Benefits offered by this job

Commission-based income

Flexible schedule

Health and life insurance coverage

Annual trips and incentives

Professional development programs

Job summary

AXA Philippines seeks a Financial Consultant to help clients build secure financial futures through insurance, investments, and wealth planning. The role focuses on needs-based advisory, client engagement, and delivering tailored financial solutions.

You'll drive sales, develop client relationships, and provide ongoing support, with opportunities for commissions, a flexible schedule, and professional development through AXA's training programs.

Qualifications

• Bachelor's degree in 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

Communication

Goal oriented

Education

Bachelor's degree

Job description

AXA Philippines seeks a Financial Consultant to help clients build secure financial futures through insurance, investments, and wealth planning. The role focuses on needs-based advisory, client engagement, and delivering tailored financial solutions.

You'll drive sales, develop client relationships, and provide ongoing support, with opportunities for commissions, a flexible schedule, and professional development through AXA's training programs.