Deskripsi Pekerjaan
Wealth Protection Specialist Career Opportunity at AXA
Are you driven to help individuals and families protect their financial future? AXA, a premier global brand in insurance and asset management, invites highly motivated professionals to apply for the role of Wealth Protection Specialist in San Jacinto, Pangasinan. This position offers a unique entry point into the dynamic field of Banking & Financial Services.
In this role, you will have the autonomy to manage your own schedule while receiving the full support of a world-class organization. Your core responsibilities will include identifying and engaging prospective clients, conducting in-depth reviews of their financial status and goals, and presenting customized protection and investment strategies. By leveraging AXA's extensive product suite and digital sales tools, you will be equipped to provide exceptional value to your clients.
We seek individuals who are self-starters, possess excellent communication skills, and display a genuine desire to help others. Prior sales experience is a plus, but a winning attitude and commitment to learning are paramount. AXA offers a comprehensive training and mentorship program designed to fast-track your development into a licensed, knowledgeable financial professional.
The compensation and benefits are highly competitive, with a monthly base salary of ₱29,000 to ₱35,000, uncapped commission potential, and opportunities for performance-based incentives. Moreover, the career trajectory is exceptional. Starting as a Wealth Protection Specialist positions you perfectly for advancement into senior advisory or management roles within the company.
If you are looking for a career that offers financial stability, professional growth, and the ability to truly impact lives, AXA is the place for you. Step into a role where your success is supported and your ambitions are encouraged. Apply now to become an AXA Wealth Protection Specialist and start a rewarding new chapter in San Jacinto, Pangasinan!
Tanggung Jawab
- Prospect, identify, and engage potential clients to introduce AXA's financial protection and wealth management solutions.
- Conduct comprehensive financial needs assessments to understand clients' goals, risk tolerance, and current financial standing.
- Develop and present tailored financial plans proposing appropriate life insurance, health insurance, and investment-linked products.
- Build and nurture enduring client relationships through consistent follow-ups, reviews, and exceptional service.
- Meet and exceed individual business development goals and contribute to the overall branch targets.
- Process policy applications, claims assistance, and ensure all client documentation is accurate and compliant.
- Stay updated on industry trends, insurance regulations, and AXA's product innovations to provide the best advice.
- Actively participate in team meetings, training sessions, and company-initiated community events.
Kualifikasi
- Bachelor's Degree in any field; Business, Finance, Economics, or Marketing is preferred.
- Must be a resident of San Jacinto, Pangasinan, or willing to relocate to the area.
- Excellent communication and presentation skills in English and Filipino.
- Strong sales orientation and a results-driven mindset.
- Willingness to take the Insurance Commission licensure examination (training provided).
- High level of personal integrity, professionalism, and initiative.
- Proficient in basic computer applications and digital communication tools.
- Fresh graduates are welcome to apply; sales experience is an advantage but not required.