Wealth & Insurance Advisor – Flexible Hours, Commission

AXA Philippines - Glendiesse Reyes; Aguilar; Hybrid; PHP 350,000 - 650,000; Full time

Benefits offered by this job

Commission-based income

Hybrid work

Insurance coverage

Company trips & incentives

Training & development

Promotion opportunities

Job summary

AXA Philippines seeks a Financial Consultant to help clients secure their financial futures through tailored insurance, investments, retirement planning, and wealth protection. Build lasting relationships and identify client goals.

You will assess client situations, design personalized strategies, and support after-sales needs, including policy renewals and claims, while pursuing sales targets in a hybrid work setup.

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.
• Excellent communication, interpersonal, and presentation skills.
• Highly motivated, goal-oriented, and driven to succeed.
• Willingness to obtain and maintain Insurance Commission licenses.

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 advising

Communication skills

Interpersonal skills

Presentation skills

Goal oriented

Education

Bachelor's degree in Finance/Business/Economics

Job description

AXA Philippines seeks a Financial Consultant to help clients secure their financial futures through tailored insurance, investments, retirement planning, and wealth protection. Build lasting relationships and identify client goals.

You will assess client situations, design personalized strategies, and support after-sales needs, including policy renewals and claims, while pursuing sales targets in a hybrid work setup.