Wealth Planner & Financial Advisor — Hybrid & Commission
AXA Philippines - Glendiesse Reyes
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Benefits offered by this job
Job summary
AXA Philippines is seeking a Financial Consultant to build lasting client relationships and tailor solutions in insurance, investments, retirement planning, and wealth protection. You will identify client needs, present customized plans, and drive responsible sales growth.
The role emphasizes client engagement with individuals, families, and businesses, ongoing support, policy renewals, and claims assistance, with a flexible hybrid schedule to balance field work and office collaboration.
Qualifications
- Bachelor's degree or equivalent in finance, business, or economics.
- Experience in sales or financial guidance is advantageous.
- Strong knowledge of financial products and wealth management.
Responsibilities
- Client Engagement – meet individuals, families, and businesses to understand goals.
- Financial Planning – assess situations and design tailored strategies.
- Insurance & Investment Solutions – recommend AXA life/health/savings products.
- Sales Development – prospect clients, reach targets, and earn commissions.
- Ongoing Support – provide post-sale service, renewals, and claims assistance.
Skills
Education
Job description
AXA Philippines is seeking a Financial Consultant to build lasting client relationships and tailor solutions in insurance, investments, retirement planning, and wealth protection. You will identify client needs, present customized plans, and drive responsible sales growth.
The role emphasizes client engagement with individuals, families, and businesses, ongoing support, policy renewals, and claims assistance, with a flexible hybrid schedule to balance field work and office collaboration.
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