Wealth Advisor — Insurance, Investments & Planning

AXA Philippines - Glendiesse Reyes; Labrador; Hybrid; PHP 240,000 - 420,000; Full time

Benefits offered by this job

Commission-based income

Flexible schedule & hybrid work

Health and life insurance coverage

Annual trips and incentives

World-class training and development

Job summary

AXA Philippines is seeking a Financial Consultant to shape clients' financial futures by understanding needs and offering customized insurance, investments, retirement planning, and wealth protection solutions.

The role focuses on building relationships, driving sales, and delivering ongoing support, with licenses to be obtained. A flexible, hybrid work setup is offered along with training and incentives.

Qualifications

• Bachelor’s degree in Finance, Business, or Economics preferred.
• Proven experience in sales, financial advising, or related fields is an advantage.
• Strong understanding of financial products, investment strategies, and wealth management.

Responsibilities

• Client Engagement – Meet with individuals, families, and businesses to understand financial goals.
• Financial Planning – Assess client situations and design tailored strategies.
• Insurance & Investment Solutions – Recommend AXA’s life, health, savings, and investment products.
• Sales Development – Prospect new clients, achieve sales targets, and qualify for commissions and bonuses.
• Ongoing Support – Provide after-sales service, policy renewals, and claims assistance.

Skills

Sales experience

Financial planning

Wealth management

Communication skills

Presentation skills

Goal oriented

Education

Bachelor's degree (Finance/Business/Economics)

Job description

AXA Philippines is seeking a Financial Consultant to shape clients' financial futures by understanding needs and offering customized insurance, investments, retirement planning, and wealth protection solutions.

The role focuses on building relationships, driving sales, and delivering ongoing support, with licenses to be obtained. A flexible, hybrid work setup is offered along with training and incentives.