Insurance Planner

AXA Philippines; Pogo Grande; Hybrid; PHP 240,000 - 480,000; Full time

Benefits offered by this job

Commission-based pay

Flexible schedule

Hybrid work

Health and life insurance

Training and development

Job summary

AXA Philippines is seeking an Insurance Planner (Financial Advisor) to guide clients in building financial security through tailored insurance and investment solutions. This role blends financial planning, client engagement, and sales development with opportunities for growth and unlimited earning potential.

You will meet with individuals, families, and businesses to assess needs, design strategies, and recommend AXA’s life, health, savings, and investment products while delivering ongoing

Qualifications

• Bachelor’s degree in Finance, Business, or Economics preferred.
• Strong communication and interpersonal skills.
• Analytical mindset with problem-solving ability.
• Passion for sales and client service.
• Willingness to obtain and maintain an Insurance Commission license.

Responsibilities

• Meet with individuals, families, and businesses to understand financial goals and build long-term relationships.
• Assess client needs and design retirement, education, estate planning, and wealth strategies.
• Recommend AXA’s life, health, savings, and investment products aligned with client objectives.
• Prospect new clients, achieve sales targets, and qualify for commissions, bonuses, and incentives.
• Provide after-sales service, policy renewals, and claims assistance while monitoring client progress.

Skills

Communication skills

Analytical thinking

Sales mindset

Client service

Education

Bachelor’s degree (Finance/Business/Economics)

Job description

Job Description: Insurance Planner (Financial Advisor) – AXA Philippines

About AXA Philippines

AXA Philippines is a joint venture between the global AXA Group and Metrobank Group, serving over 1.5 million Filipinos. As a trusted leader in insurance and financial services, AXA empowers individuals and families to achieve financial security through innovative solutions in life insurance, health coverage, investments, and retirement planning.

Role Overview

As an Insurance Planner (Financial Advisor), you will guide clients in building financial security by offering tailored insurance and investment solutions. This role combines financial planning, client engagement, and sales development, with opportunities for career growth and unlimited earning potential.

Key Responsibilities

• Client Engagement – Meet with individuals, families, and businesses to understand financial goals and build long-term relationships.

• Financial Planning – Assess client needs and design strategies for retirement, education, estate planning, and wealth management.

• Insurance & Investment Solutions – Recommend AXA’s life, health, savings, and investment products aligned with client objectives.

• Sales Development – Prospect new clients, achieve sales targets, and qualify for commissions, bonuses, and incentives.

• Ongoing Support – Provide after-sales service, policy renewals, and claims assistance while monitoring client progress.

Qualifications

• Bachelor’s degree in any field (Finance, Business, or Economics preferred).

• Strong communication and interpersonal skills.

• Analytical mindset with problem-solving ability.

• Passion for sales and client service.

• Willingness to obtain and maintain an Insurance Commission license.

What AXA Offers

• Commission-based income with performance incentives.

• Flexible schedule and hybrid work opportunities.

• Health and life insurance coverage.

• Opportunities for promotion and leadership roles.

• World-class training and professional development programs.