Wealth Protection & Risk Advisor

AXA Philippines - Glendiesse Reyes; Urbiztondo; Hybrid; PHP 446,000 - 781,000; Full time

Benefits offered by this job

Flexible earnings

Travel incentives

Group insurance

Leadership path

Job summary

AXA Philippines invites an experienced Wealth Protection Specialist (Financial Advisor) to help individuals, families, and businesses safeguard assets through tailored insurance and wealth solutions. The role blends in-person client visits with remote digital consultations in a hybrid setup, focusing on risk management, income protection, health coverage, and estate planning.

Candidates join a performance-driven environment with commission-based earnings, production allowances, travel

Qualifications

• Bachelor's degree in Finance, Business, Administration, Economics, or related discipline preferred.
• Sales or customer service experience is an advantage; career shifters and fresh graduates welcome.
• Strong consultative selling, active listening, and analytical skills.
• High integrity, empathy, and ethical client advocacy.

Responsibilities

• Perform in-depth Financial Needs Analyses (FNA) to assess assets, risk tolerance, and targets.
• Recommend AXA protection, savings, and estate planning solutions.
• Prospect clients via networking, referrals, and digital outreach; meet branch KPIs.
• Assist clients with policy applications, changes, renewals, and claims navigation.
• Maintain compliance with Insurance Commission licensing and AXA Academy training.

Skills

Consultative selling

Active listening

Financial literacy

Integrity & ethics

Education

Bachelor's degree in Finance/Business/Economics

Job description

AXA Philippines invites an experienced Wealth Protection Specialist (Financial Advisor) to help individuals, families, and businesses safeguard assets through tailored insurance and wealth solutions. The role blends in-person client visits with remote digital consultations in a hybrid setup, focusing on risk management, income protection, health coverage, and estate planning.

Candidates join a performance-driven environment with commission-based earnings, production allowances, travel