Hybrid Wealth Protection Advisor
AXA Philippines - Glendiesse Reyes
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Benefits offered by this job
Job summary
AXA Philippines is seeking a Wealth Protection Specialist (Financial Advisor) to help clients safeguard assets and manage financial risks through tailored insurance and wealth solutions. The role blends client visits at branches with remote digital consultations, focusing on risk management, income protection, health coverage, and estate planning.
Commission-based with bonuses and travel incentives. Hybrid setup supports growth, client acquisition, and ongoing portfolio reviews, with
Qualifications
- Bachelor’s degree in Finance, Business, Administration, Economics, or related field preferred.
- Sales, banking, customer service, or account management experience is advantageous; career shifters welcome.
Responsibilities
- Perform Financial Needs Analyses (FNA) to assess clients’ assets, risk tolerance, and long-term targets.
- Recommend AXA protection and wealth solutions across health, life, savings, and estate planning.
- Prospect clients through networking, referrals, and digital outreach; meet branch KPIs.
- Manage client portfolios with regular reviews, renewals, and policy changes.
- Complete licensing and compliance training and maintain regulatory standards.
Skills
Education
Job description
AXA Philippines is seeking a Wealth Protection Specialist (Financial Advisor) to help clients safeguard assets and manage financial risks through tailored insurance and wealth solutions. The role blends client visits at branches with remote digital consultations, focusing on risk management, income protection, health coverage, and estate planning.
Commission-based with bonuses and travel incentives. Hybrid setup supports growth, client acquisition, and ongoing portfolio reviews, with
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