Wealth Protection Advisor | Hybrid, High-Earning Planner

AXA Philippines - Glendiesse Reyes; Aguilar; Hybrid; PHP 300,000 - 600,000; 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 individuals, families, and businesses safeguard assets and manage risks through tailored insurance and wealth solutions.

The role blends client visits and remote consultations in a hybrid setup, focusing on protection, savings, and estate planning while advancing through a performance-based compensation structure with travel incentives.

Qualifications

• Bachelor’s degree in Finance, Business, Administration, Economics, or related field.
• Sales, banking, customer service, or account management experience an asset; career shifters welcome.
• Strong consultative selling, active listening, and analytical mindset.
• High professional integrity, empathy, and ethical client advocacy.
• Knowledge of insurance or financial services preferred.

Responsibilities

• Perform in-depth Financial Needs Analyses (FNA) to determine clients' current assets, risk tolerance, and long-term financial targets.
• Evaluate exposure to major risks and structure protection strategies.
• Recommend AXA solutions across health, life, savings, and estate planning categories.
• Prepare personalized financial proposals and present options clearly to clients.
• Prospect potential clients through networking, referrals, and digital outreach.

Skills

Consultative selling

Active listening

Financial literacy

Risk management

Strategic problem-solving

Ethical client advocacy

Education

Bachelor’s degree in Finance/Business/Economics

Job description

AXA Philippines is seeking a Wealth Protection Specialist (Financial Advisor) to help individuals, families, and businesses safeguard assets and manage risks through tailored insurance and wealth solutions.

The role blends client visits and remote consultations in a hybrid setup, focusing on protection, savings, and estate planning while advancing through a performance-based compensation structure with travel incentives.