Part-Time Wealth & Insurance Advisor — Dagupan

AXA Philippines; Pogo Grande; On-site; PHP 167,000 - 312,000; Part time

Benefits offered by this job

Flexible work arrangements

Training and development

Performance incentives

Job summary

AXA Philippines is seeking a dedicated Wealth & Insurance Advisor in Dagupan City, Pangasinan. This part-time role focuses on helping clients navigate financial planning needs and insurance solutions, building long-term relationships and delivering personalised financial guidance.

You will assess client situations, present suitable strategies, and support ongoing service delivery while maintaining regulatory compliance and high client satisfaction.

Qualifications

• Strong communication and interpersonal skills for diverse clients.
• Sales aptitude with ability to identify client needs and present solutions.
• Understanding of financial planning concepts and insurance products.
• Excellent organizational and time management skills.
• Willingness to pursue relevant certifications or qualifications.
• Experience in financial services or client advisory roles preferred.

Responsibilities

• Assess clients' financial situations, goals, and insurance needs.
• Recommend wealth management strategies and insurance products.
• Develop financial plans aligning with short- and long-term objectives.
• Build and maintain relationships with clients through follow-ups.
• Educate clients on benefits and features of products.
• Process applications and documentation accurately.
• Achieve sales targets and maintain client satisfaction.
• Stay informed about AXA Philippines' offerings and industry trends.
• Collaborate with internal teams to ensure service delivery.
• Comply with regulatory requirements and company policies.

Skills

Communication skills

Sales aptitude

Interpersonal skills

Time management

Customer service

Independent working

Education

High school diploma or equivalent

Finance/business degree advantageous

Job description

AXA Philippines is seeking a dedicated Wealth & Insurance Advisor in Dagupan City, Pangasinan. This part-time role focuses on helping clients navigate financial planning needs and insurance solutions, building long-term relationships and delivering personalised financial guidance.

You will assess client situations, present suitable strategies, and support ongoing service delivery while maintaining regulatory compliance and high client satisfaction.