Wealth Protection Advisor — Growth & MDRT Path

AXA Philippines - Glendiesse Reyes; Alcala; Hybrid; PHP 540,000 - 900,000; Full time

Benefits offered by this job

Flexible Earning Potential

Rewards & Travel

Group Coverage

Leadership Path

Job summary

AXA Philippines is seeking a Wealth Protection Specialist (Financial Advisor) to help clients protect assets and plan for long-term security through tailored insurance and wealth solutions. This hybrid role blends client visits, branch office work, and remote consultations, with a commission-based compensation structure.

You will conduct needs analyses, recommend AXA protection and wealth products, grow the business, service clients, and maintain compliance, aiming for strong production while

Qualifications

• Bachelor’s degree in Finance, Business, Administration, Economics, or related field preferred.
• Sales, banking, or customer service experience is advantageous; career changers welcomed.
• Strong communication and ethical client advocacy.

Responsibilities

• Perform financial needs analyses to assess assets, risk tolerance, and targets.
• Recommend AXA protection and wealth products; prepare proposals.
• Prospect clients through networks, referrals, and digital channels.
• Assist with policy applications, changes, renewals, and claims.
• Maintain compliance with insurance regulations and data privacy.

Skills

Consultative selling

Active listening

Financial literacy

Risk management

Analytical mindset

Integrity & ethics

Education

Bachelor’s degree in Finance/Business/Administration/Economics

Job description

AXA Philippines is seeking a Wealth Protection Specialist (Financial Advisor) to help clients protect assets and plan for long-term security through tailored insurance and wealth solutions. This hybrid role blends client visits, branch office work, and remote consultations, with a commission-based compensation structure.

You will conduct needs analyses, recommend AXA protection and wealth products, grow the business, service clients, and maintain compliance, aiming for strong production while