wealth protection specialist

AXA Philippines - Glendiesse Reyes; Rosales; Hybrid; PHP 400,000 - 650,000; Full time

Benefits offered by this job

Flexible schedule

Unlimited commissions

Travel opportunities

Training & mentorship

Career advancement

Purpose-driven work

Job summary

AXA Philippines is seeking a Wealth Specialist (Financial Advisor) to help clients build, protect, and grow wealth through personalized financial solutions. You will conduct needs analysis, educate on wealth planning, and generate leads while achieving sales targets. Flexible schedule and opportunities for travel and mentorship are offered.

The role emphasizes licensing examinations, strong communication, and a passion for helping people achieve financial goals within a supportive AXA team.

Qualifications

• Strong communication and interpersonal skills.
• Goal-oriented and self-motivated.
• Sales or customer service experience is an advantage but not required.
• Willing to take licensing examinations.

Responsibilities

• Conduct financial needs analysis and recommend suitable solutions.
• Build and maintain strong relationships with clients.
• Educate clients on wealth protection, savings, investments, and retirement planning.
• Generate leads through referrals, networking, and social media.
• Provide exceptional after-sales service and regular financial reviews.
• Achieve personal and team sales targets.

Skills

Communication skills

Interpersonal skills

Goal oriented

Self-motivated

Licensing exam readiness

Education

Bachelor's degree

Job description

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

About AXA Philippines

AXA Philippines is one of the country's leading insurance and financial services companies, committed to helping individuals and families achieve financial security through life insurance, health protection, investments, savings, and wealth management solutions.

Role Overview

As a Wealth Specialist (Financial Advisor), you will help clients build, protect, and grow their wealth by providing personalized financial solutions tailored to their goals and needs. You will serve as a trusted partner in their journey toward financial freedom and long-term security.

Key Responsibilities

• Conduct financial needs analysis and recommend suitable solutions.

• Build and maintain strong relationships with clients.

• Educate clients on wealth protection, savings, investments, and retirement planning.

• Generate leads through referrals, networking, and social media.

• Provide exceptional after-sales service and regular financial reviews.

• Achieve personal and team sales targets.

Qualifications

• Bachelor's degree in any field (Business, Finance, Marketing, or related courses are an advantage).

• Strong communication and interpersonal skills.

• Goal-oriented and self-motivated.

• Passion for helping people achieve their financial goals.

• Sales or customer service experience is an advantage but not required.

• Willing to take the necessary licensing examinations.

Why Join AXA?

• Flexible work schedule
• Unlimited income potential through commissions and incentives
• Local and international travel opportunities
• World-class training and mentorship
• Career advancement and leadership opportunities
• Purpose-driven career that creates a positive impact on people's lives