Wealth & Insurance Advisor — Hybrid (Commission)

AXA Philippines - Glendiesse Reyes; Santa Maria; Hybrid; PHP 400,000 - 650,000; Full time

Benefits offered by this job

Commission-based income with bonuses

Hybrid work opportunities

Health and life insurance coverage

Annual trips and incentive programs

World-class training and development

Job summary

AXA Philippines is hiring a Financial Consultant to drive client engagement and deliver tailored financial solutions, including insurance, investments, and wealth management. The role emphasizes meeting targets, building trust, and ongoing client support.

Ideal candidates hold a finance-related degree, have sales or advisory experience, and are eager to obtain Insurance Commission licenses while benefiting from hybrid work opportunities and performance incentives.

Qualifications

• Proven experience in sales, financial advising, or related fields.
• 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

Wealth management

Communication skills

Motivation & drive

Licensing willingness

Education

Bachelor’s degree (Finance, Business, Economics preferred)

Job description

AXA Philippines is hiring a Financial Consultant to drive client engagement and deliver tailored financial solutions, including insurance, investments, and wealth management. The role emphasizes meeting targets, building trust, and ongoing client support.

Ideal candidates hold a finance-related degree, have sales or advisory experience, and are eager to obtain Insurance Commission licenses while benefiting from hybrid work opportunities and performance incentives.