wealth protection specialist

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

Job Description: Wealth Protection Specialist (Financial Advisor) – AXA Philippines

About AXA Philippines

AXA Philippines, a joint venture between the global AXA Group and Metrobank Group, is one of the country's leading providers of insurance and financial solutions. We empower Filipinos to achieve financial security through innovative products in life insurance, health coverage, savings, investments, and retirement planning.

Role Overview

As a Wealth Protection Specialist, you will serve as a trusted advisor, helping clients safeguard their assets, protect their families, and plan for long‑term financial stability. This role combines financial planning, client engagement, and sales development, offering both professional growth and meaningful impact.

Key Responsibilities

• Client Engagement – Build strong relationships by understanding client goals and providing tailored financial solutions.

• Financial Planning – Assess financial situations and design strategies for wealth protection, retirement, and estate planning.

• Insurance & Investment Solutions – Recommend AXA's life, health, savings, and investment products aligned with client needs.

• Sales Development – Prospect new clients, achieve sales targets, and qualify for commissions, bonuses, and incentives.

• Ongoing Support – Provide after‑sales service, policy renewals, and claims assistance while monitoring client progress.

Qualifications

• Bachelor's degree in any field (Finance, Business, or Economics preferred).

• 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.

What AXA Offers

• Commission-based income with performance incentives.

• Flexible schedule and hybrid work opportunities.

• Health and life insurance coverage.

• Opportunities for promotion and leadership roles.

• World‑class training and professional development programs.