Hybrid Financial Planner & Insurance Advisor

AXA Philippines - Glendiesse Reyes; San Jacinto; Hybrid; PHP 420,000 - 660,000; Full time

Benefits offered by this job

Commission-based income

Flexible schedule

Insurance coverage

Trips & incentives

Training & development

Promotion opportunities

Job summary

AXA Philippines is seeking a driven Financial Consultant to help clients plan their financial futures through insurance, investments, retirement planning, and wealth protection.

You will build lasting relationships, assess client needs, and tailor solutions while driving sales targets and earning commissions within a hybrid work setup.

Join a collaborative team supported by world-class training and growth opportunities as you guide clients toward secure financial outcomes.

Qualifications

• Bachelor's degree in Finance, Business, Economics or related field.
• 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 – 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

Relationship building

Sales aptitude

Financial knowledge

Education

Bachelor's degree in Finance/Business/Economics

Job description

AXA Philippines is seeking a driven Financial Consultant to help clients plan their financial futures through insurance, investments, retirement planning, and wealth protection.

You will build lasting relationships, assess client needs, and tailor solutions while driving sales targets and earning commissions within a hybrid work setup.

Join a collaborative team supported by world-class training and growth opportunities as you guide clients toward secure financial outcomes.