wealth protection specialist

AXA Philippines; Pogo Grande; Hybrid; PHP 300,000 - 600,000; Full time

Benefits offered by this job

Commission-based income

Flexible schedule & hybrid work

Health & life insurance

Promotion opportunities

Training programs

Job summary

AXA Philippines is seeking a Wealth Protection Specialist (Financial Advisor) to help clients safeguard assets, plan for long‑term financial stability, and grow professionally within a leading insurance and financial solutions provider.

You will engage clients, perform financial planning, recommend life/health/savings products, pursue sales targets, and provide ongoing support through policy renewals and claims.

Qualifications

• Bachelor’s degree in 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.

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.

Skills

Strong communication

Interpersonal skills

Analytical mindset

Problem-solving ability

Passion for sales

Education

Bachelor's degree (Finance, Business, or Economics preferred)

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.