Wealth Protection Advisor - Risk, Estate & Income Shield

AXA Philippines - Glendiesse Reyes; San Manuel; Hybrid; PHP 300,000 - 520,000; Full time

Benefits offered by this job

Travel incentives

Bonuses

Job summary

AXA Philippines is hiring a Wealth Protection Specialist (Financial Advisor) to help individuals, families, and businesses protect assets and build long-term security through tailored insurance and wealth solutions. This role offers a hybrid setup with client visits, branch office days, and remote consultations.

You will perform in-depth Financial Needs Analyses, recommend AXA protection and wealth products, prospect new clients, and service portfolios while maintaining regulatory compliance and

Qualifications

• Bachelor’s degree preferred or equivalent with interest in finance.

Responsibilities

• Perform Financial Needs Analyses (FNA) to assess clients' assets, risk tolerance and long-term targets.
• Recommend AXA protection and wealth solutions and prepare personalized proposals.
• Prospect potential clients through networking, referrals, digital marketing and outreach.
• Service client portfolios with regular reviews and life-stage updates.
• Complete Insurance Commission licensing and comply with regulations.

Skills

Consultative selling

Active listening

Financial literacy

Risk management

Analytical mindset

Integrity

Education

Bachelor’s degree in Finance, Business, Economics, or related field

Job description

AXA Philippines is hiring a Wealth Protection Specialist (Financial Advisor) to help individuals, families, and businesses protect assets and build long-term security through tailored insurance and wealth solutions. This role offers a hybrid setup with client visits, branch office days, and remote consultations.

You will perform in-depth Financial Needs Analyses, recommend AXA protection and wealth products, prospect new clients, and service portfolios while maintaining regulatory compliance and