Wealth & Insurance Strategy Advisor

AXA PHILIPPINES; Cagayan Valley; On-site; PHP 300,000 - 540,000; Full time

Job summary

AXA Philippines is seeking driven financial professionals to perform Financial Needs Analyses, educate clients, and build customized roadmaps for health, life, wealth, and estate planning. You will generate leads through networking, referrals, social media, and community outreach, and schedule face-to-face or virtual consultations.

The role targets meeting monthly and quarterly sales targets, maintaining strong client relationships through regular portfolio reviews, assisting with policy

Responsibilities

• Conduct Financial Needs Analyses (FNA) to assess a client's current financial situation, risk profile, and future goals
• Educate clients and develop customized financial roadmaps for health and critical illness protection, life and income protection, wealth accumulation (investments), and estate planning
• Generate potential client leads through networking, referrals, social media, digital marketing, and community outreach
• Schedule and conduct face-to-face or virtual consultations
• Achieve individual monthly and quarterly sales targets set by the agency branch
• Establish and maintain strong, long-lasting client relationships through regular portfolio reviews as clients' life goals and needs evolve
• Assist clients with policy servicing, premium payments, policy renewals, and claims processing
• Complete mandatory training modules from the AXA Academy
• Obtain required licenses from the Insurance Commission (IC) for Traditional Life and Investment-Linked products
• Stay updated on industry trends and maintain strict adherence to data privacy and ethical standards

Job description

AXA Philippines is seeking driven financial professionals to perform Financial Needs Analyses, educate clients, and build customized roadmaps for health, life, wealth, and estate planning. You will generate leads through networking, referrals, social media, and community outreach, and schedule face-to-face or virtual consultations.

The role targets meeting monthly and quarterly sales targets, maintaining strong client relationships through regular portfolio reviews, assisting with policy