Insurance Planner

AXA Philippines - Glendiesse Reyes; San Fabian; On-site; PHP 280,000 - 560,000; Full time

Benefits offered by this job

Group life insurance

HMO coverage

Travel incentives

Career growth

Job summary

AXA Philippines is hiring an Insurance Planner (Financial Advisor) to serve clients with comprehensive financial planning. The role blends in-person meetings with remote work, requiring proactive prospecting, needs analysis, and ongoing portfolio management to meet targets.

Commission-based with bonuses and travel incentives, the position emphasizes regulatory compliance, licenses, and career growth within a dynamic team environment.

Qualifications

• Bachelor’s degree in any field; open to all disciplines.
• Fresh graduates and career shifters welcome.
• Sales, customer service, banking, or corporate experience is an advantage.

Responsibilities

• Engage clients with Financial Needs Analyses (FNA) to assess current finances, risk profiles, and targets.
• Develop customized financial roadmaps for health, life, wealth, education, retirement, and estate planning.
• Prospect and generate leads through networking, referrals, social media, and community outreach; conduct face-to-face or virtual consultations.
• Provide ongoing portfolio reviews and assist with policy servicing, renewals, and claims; ensure regulatory compliance and continuous learning.

Skills

Interpersonal skills

Presentation skills

Active listening

Goal-oriented

Digital tools

Education

Bachelor's degree (any field)

Tools

Video conferencing

CRM software

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.