Insurance Planner

apartmentAXA placeSan Nicolas (IV-A) scheduleFull-time calendar_month6/25/26

Insurance Planner (Financial Advisor) – AXA Philippines

Primary Role

Guide clients in building financial security through customized financial planning and insurance solutions.

About AXA Philippines

AXA Philippines is a joint venture between AXA Group (Paris-based) and Metrobank Group, serving over 1.5 million Filipinos with world-class financial services.

Employment Type

Full-time or Part-time
Commission-based with performance incentives

Duties & Responsibilities

Client Engagement

Meet with individuals, families, and businesses to understand financial goals.
Build long-term relationships based on trust and financial guidance.

Financial Planning

Assess clients’ current financial situations.
Develop tailored strategies for retirement planning, education funding, estate planning, and wealth management.

Insurance & Investment Solutions

Offer AXA’s life and general insurance products (savings, investments, health coverage, income protection).
Recommend policies and investment options aligned with client needs.

Sales & Business Development

Prospect and acquire new clients.
Achieve sales targets to qualify for commissions, bonuses, and incentives.

Ongoing Support

Provide after-sales service, including policy renewals and claims assistance.

Monitor clients’ financial progress and adjust strategies as needed.

Compensation & Benefits

Commission-based income with performance incentives
Flexible schedule and hybrid work opportunities (office + remote)
Health insurance and life insurance coverage
Opportunities for promotion and career growth
World-class training and professional development programs

Work Location

In-person, with opportunities in Dagupan and nearby areas.

Apply now to become an Insurance Planner (Financial Advisor) at AXA Philippines. Send your resume to: axa••••••••••@gmail.com

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