Insurance Planner

AXA Philippines - Glendiesse Reyes; Burgos; Hybrid; PHP 335,000 - 670,000; Full time

Benefits offered by this job

Performance-based commissions

Group life insurance

HMO coverage

Travel incentives (local & intl)

Fast-track leadership paths

Job summary

AXA Philippines is seeking an Insurance Planner (Financial Advisor) to join our hybrid team, balancing in-branch client meetings with remote work. You will perform Financial Needs Analyses (FNA), craft customized roadmaps, and manage advisory relationships.

You will develop coverage across health, life, education, retirement, and estate planning while pursuing sales targets, lead generation, and ongoing portfolio reviews.

Qualifications

• Bachelor's degree in any field (business, marketing, finance or related preferred, but open to all)
• Fresh graduates and career shifters are welcome
• Sales, customer service, banking or corporate experience is an advantage

Responsibilities

• Conduct Financial Needs Analyses (FNA) to assess a client's finances, risk profile, and future targets.
• Develop customized financial roadmaps for health & critical illness protection, life & income protection, savings & wealth, education & retirement planning, and estate planning.
• Generate client leads through networking, referrals, social media, and community outreach; conduct face-to-face or virtual consultations.
• Provide ongoing portfolio reviews, assist with policy servicing, premium payments, renewals, and claims.
• Complete mandatory AXA Academy training and obtain IC licenses for Traditional Life and Investment-Linked products; maintain compliance.

Skills

Interpersonal skills

Presentation skills

Active listening

Goal oriented

Entrepreneurial mindset

Digital tools

Video conferencing

Education

Bachelor's degree

Job description

An Insurance Planner (Financial Advisor) at AXA Philippines is a client-facing professional tasked with helping individuals, families, and business owners secure their financial future. AXA Philippines operates as a joint venture between the Paris-based AXA Group and Metrobank, offering life insurance, health coverage, investment solutions, and general insurance.

Role Overview

AttributeDetailPosition TypeFull-time or Part-timeWork ArrangementHybrid (Branch / In-person client meetings + Remote workCompensationCommission-based with performance bonuses, allowance structures, and trip incentivesCore FunctionFinancial Needs Analysis (FNA), risk management, portfolio advisory, and client relationship building

Key Responsibilities

1. Client Engagement & Advisory

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

• Develop customized financial roadmaps for:

  • Health & Critical Illness Protection (e.g., Health Care Access, Health Start)

  • Life & Income Protection (e.g., AllShield)

  • Savings & Wealth Accumulation / Investment-Linked Plans (VULs) (e.g., Vision Achiever)

  • Education & Retirement Planning

  • Estate & Inheritance Planning (e.g., Legacy Steward)

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 & Ongoing Relationship Management

• Provide continuous portfolio reviews as clients' life goals, incomes, or family 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 (Variable) products.

• Maintain strict adherence to insurance compliance, data privacy, and ethical standards.

Requirements & Preferred Qualifications

• Education: Bachelor’s degree in any field (Business, Marketing, Finance, or related degrees preferred, but open to all disciplines).

• Experience: Sales, customer service, banking, or corporate experience is an advantage, but fresh graduates and career shifters are widely accepted.

• Core Skills:

  • Strong interpersonal, presentation, and active-listening skills.

  • Goal-oriented and self-motivated with an entrepreneurial mindset.

  • Basic proficiency with digital tools and video conferencing platforms.

Compensation & Perks

• Performance-Based Income: Tiered commission structure plus quarterly and annual cash bonuses.

• Group Benefits: Group life insurance and HMO coverage upon hitting specific production tiers.

• Incentives: Local and international travel incentives (MDRT / Million Dollar Round Table qualification tracks).

• Career Growth: Fast-track pathways into Unit Manager (UM) and Agency Development Manager (ADM) leadership roles.