Insurance Advisor

AXA PHILIPPINES; Philippines; On-site; PHP 279,000 - 391,000; Full time

Benefits offered by this job

Group life insurance

HMO coverage

Incentives & MDRT track

Job summary

AXA PHILIPPINES is seeking a client-focused financial advisor to engage clients, assess financial needs, and develop personalized roadmaps for health, life, investments, and estate planning. You will also generate leads, conduct consultations (in-person or virtual), and strive to meet monthly and quarterly sales targets.

The role emphasizes continuous learning, regulatory compliance, and building strong client relationships through proactive servicing and reviews.

Qualifications

• Licensing: Obtain required IC licenses for Traditional Life and Investment-Linked products.
• Mandatory AXA Academy training modules.
• Commitment to data privacy and ethical standards.

Responsibilities

• Engage clients and provide advisory to assess needs and goals.
• Develop customized financial roadmaps for health, life, investments, and estate planning.
• Prospect and convert leads through networking, referrals, and digital channels.
• Manage after-sales activities including policy servicing, premium payments, renewals, and claims.

Job description

Key Responsibilities

1. Client Engagement & Advisory

• Conduct Financial Needs Analyses (FNA) to assess a client’s current financial situation, risk profile, and future goals.

• Educate clients and develop customized financial roadmaps for health and critical illness protection, life and income protection, wealth accumulation (investments), and estate planning.

2. Business Development & Prospecting

• Generate potential client leads through networking, referrals, social media, digital marketing, and community outreach.

• Schedule and conduct face-to-face or virtual consultations.

• Achieve individual monthly and quarterly sales targets set by the agency branch.

3. After-Sales & Relationship Management

• Establish and maintain strong, long-lasting client relationships through regular portfolio reviews as clients' life goals and needs evolve.

• Assist clients with policy servicing, premium payments, policy renewals, and claims processing.

4. Regulatory Compliance & Continuous Learning

• Complete mandatory training modules from the AXA Academy.

• Obtain required licenses from the Insurance Commission (IC) for Traditional Life and Investment-Linked products.

• Stay updated on industry trends and maintain strict adherence to data privacy and ethical standards.

Others

• Performance-Based Income: Tiered commission structure plus quarterly and annual cash bonuses (typical monthly earnings can start around ₱25,000 – ₱35,000+ depending on sales).

• Health & Protection: Group life insurance and HMO coverage upon hitting specific production tiers.

• Incentives: Exciting local and international travel incentives, including tracks to qualify for the Million Dollar Round Table (MDRT).

• Training: Access to free, world-class mentorship and a multi-tiered training curriculum to build business expertise.

• Career Advancement: Clear, fast-track pathways to transition into leadership roles such as Unit Manager (UM) and Agency Development Manager (ADM).