Remote Insurance & Financial Planning Advisor

AXA Philippines (Elizabeth Talanay); Laguna; Remote; PHP 250,000 - 500,000; Full time

Benefits offered by this job

Annual Company Trip

Flexible Hours

Travel Concierge

Work from Home

Job summary

AXA Philippines is seeking a results-driven insurance professional. You will identify clients' financial goals, present tailored insurance solutions, and clearly explain policy benefits.

The role focuses on building long-term client relationships, delivering needs assessments, and providing ongoing policy services. Flexible hours and work-from-home options are available, with opportunities for travel and a strong emphasis on ethical sales practices.

Responsibilities

• Assist clients in identifying their financial goals and needs.
• Recommend suitable insurance and financial solutions.
• Explain policy benefits, coverage, and terms clearly.
• Build and maintain strong client relationships.
• Conduct client presentations and financial needs analysis.
• Follow up with clients and provide ongoing policy services.
• Develop new clients through networking, referrals, and recruitment.

Job description

AXA Philippines is seeking a results-driven insurance professional. You will identify clients' financial goals, present tailored insurance solutions, and clearly explain policy benefits.

The role focuses on building long-term client relationships, delivering needs assessments, and providing ongoing policy services. Flexible hours and work-from-home options are available, with opportunities for travel and a strong emphasis on ethical sales practices.