Wealth & Insurance Solutions Consultant

AXA Philippines - Tan Dynasty Royals; Makati; On-site; PHP 334,800 - 558,000; Full time

Job summary

A leading insurance company in Metro Manila is seeking an Insurance Distributor to help shape the financial futures of clients. This role involves building lasting relationships, identifying financial needs, and offering tailored investment and insurance solutions. The ideal candidate has sales experience and a strong understanding of financial products. Join us to exceed performance targets in a dynamic environment.

Qualifications

• Strong understanding of financial products, investment strategies, and wealth management.
• Highly motivated, goal-oriented, and driven to succeed.

Responsibilities

• Build lasting relationships with clients.
• Identify financial needs and offer tailored solutions.
• Drive sales and exceed performance targets.

Skills

Sales experience

Financial advising

Communication skills

Interpersonal skills

Presentation skills

Education

Bachelor's degree in finance, business, or related field

Job description

A leading insurance company in Metro Manila is seeking an Insurance Distributor to help shape the financial futures of clients. This role involves building lasting relationships, identifying financial needs, and offering tailored investment and insurance solutions. The ideal candidate has sales experience and a strong understanding of financial products. Join us to exceed performance targets in a dynamic environment.