Insurance & Financial Advisor — MDRT Path

AXA PHILIPPINES; Apayao; Hybrid; PHP 279,000 - 391,000; Full time

Benefits offered by this job

Performance-based income

Health & protection

Incentives

Training

Career advancement

Job summary

AXA Philippines is seeking a dynamic insurance professional to engage clients through needs analyses, educate on protection and wealth planning, and tailor financial roadmaps. You will develop business by prospecting, conducting consultations, and meeting monthly and quarterly targets, while building long-term relationships and guiding clients through servicing, renewals, and claims.

The role includes mandatory AXA Academy training, licensing with the Insurance Commission, and opportunities for

Qualifications

• Complete mandatory training modules from AXA Academy.
• Obtain required licenses from the Insurance Commission (IC) for Traditional Life and Investment-Linked products.
• Stay updated on industry trends and maintain data privacy and ethical standards.

Responsibilities

• Conduct Financial Needs Analyses 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.
• 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.
• 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.
• 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.

Job description

AXA Philippines is seeking a dynamic insurance professional to engage clients through needs analyses, educate on protection and wealth planning, and tailor financial roadmaps. You will develop business by prospecting, conducting consultations, and meeting monthly and quarterly targets, while building long-term relationships and guiding clients through servicing, renewals, and claims.

The role includes mandatory AXA Academy training, licensing with the Insurance Commission, and opportunities for