Wealth & Insurance Advisor | Hybrid & Commission-Based

AXA Philippines - Glendiesse Reyes; Tayug; Hybrid; PHP 300,000 - 600,000; Full time

Benefits offered by this job

Commission-based income with rewards

Flexible schedule

Health and life insurance coverage

Annual trips and incentives

Mentorship and professional training

Promotion and leadership opportunities

Job summary

AXA Philippines is seeking a Financial Consultant to shape clients' financial futures by offering insurance, investments, retirement planning, and wealth protection. Build lasting relationships and tailor solutions.

You will meet individuals, families, and businesses, drive sales, and provide ongoing support including policy renewals and claims assistance. A bachelor's degree and licenses are preferred; hybrid work and compensation are offered.

Qualifications

• Bachelor’s degree in finance, business, or economics.
• Proven sales or financial advising experience is an advantage.
• Strong knowledge of financial products, investments, and wealth management.
• Excellent communication, interpersonal, and presentation skills.
• Willingness to obtain Insurance Commission licenses.

Responsibilities

• Build lasting relationships and trust with clients.
• Identify financial needs and goals.
• Offer customized insurance, investment, retirement, and wealth protection solutions.
• Drive sales performance and exceed targets.
• Provide ongoing support including policy renewals and claims assistance.

Skills

Sales experience

Financial planning

Wealth management

Communication skills

Presentation skills

Education

Bachelor’s degree in Finance/Business/Economics

Job description

AXA Philippines is seeking a Financial Consultant to shape clients' financial futures by offering insurance, investments, retirement planning, and wealth protection. Build lasting relationships and tailor solutions.

You will meet individuals, families, and businesses, drive sales, and provide ongoing support including policy renewals and claims assistance. A bachelor's degree and licenses are preferred; hybrid work and compensation are offered.