Wealth Protection Advisor — Flexible Hybrid, Commission-Based

AXA Philippines; Malasiqui; Hybrid; PHP 360,000 - 540,000; Full time

Benefits offered by this job

Commission-based income

Hybrid work options

Health & life insurance

Promotion opportunities

Professional development

Job summary

AXA Philippines is seeking a Wealth Protection Specialist (Financial Advisor) to help clients secure their financial future. You will combine financial planning, client engagement, and sales development to design tailored protection and wealth solutions across life, health, savings and retirement plans.

The role offers hybrid work opportunities, robust training, and clear paths for career advancement as you grow your client base and deliver value to AXA's customers.

Qualifications

• Bachelor's degree in Finance, Business, or Economics.
• Strong communication and interpersonal skills.
• Analytical mindset with problem-solving ability.
• Passion for sales and client service.
• Willingness to obtain and maintain an Insurance Commission license.

Responsibilities

• Engage clients and build lasting relationships with tailored financial solutions.
• Assess financial needs and design wealth protection, retirement and estate plans.
• Recommend AXA life, health, savings, and investment products.
• Prospect new clients, achieve sales targets, and pursue incentives.
• Provide after-sales support, policy renewals, and claims assistance.

Skills

Communication skills

Interpersonal skills

Analytical mindset

Sales drive

Problem-solving

Education

Bachelor's degree in Finance/Business/Economics

Job description

AXA Philippines is seeking a Wealth Protection Specialist (Financial Advisor) to help clients secure their financial future. You will combine financial planning, client engagement, and sales development to design tailored protection and wealth solutions across life, health, savings and retirement plans.

The role offers hybrid work opportunities, robust training, and clear paths for career advancement as you grow your client base and deliver value to AXA's customers.