Job Description
Are you ready to build a meaningful career with a global leader in insurance and asset management? AXA Philippines is looking for a dedicated and goal-oriented Insurance Advisor to join our expanding team in Laoac, Pangasinan. This is more than just a sales job; it is an opportunity to empower people to live a better life by providing financial security and peace of mind.
As an Insurance Advisor, you will play a crucial role in helping individuals and families navigate their financial journeys. You will be backed by AXA’s world-class training programs, innovative digital tools, and a supportive environment that encourages professional growth. Whether you are an experienced sales professional or looking to pivot your career into the financial services sector, AXA provides the platform you need to succeed and make a real impact in your community.
We value integrity, customer-centricity, and a proactive mindset. Your primary goal will be to identify client needs and tailor insurance solutions that protect their health, wealth, and future. Join us in Laoac and become a trusted partner in your local area, helping residents of Pangasinan secure their legacy and prepare for the unexpected with confidence.
Responsibilities
- Identify and prospect potential clients within the Laoac and wider Pangasinan region to build a robust sales pipeline.
- Conduct comprehensive financial needs analysis (FNA) to understand client goals, dreams, and risk profiles.
- Recommend and present tailored AXA insurance and investment products that align with specific client requirements.
- Maintain and nurture long-term relationships with existing clients to ensure high retention and customer satisfaction.
- Assist clients throughout the claims process and policy updates, providing exceptional after-sales support.
- Stay updated on market trends and AXA’s evolving product suite to provide accurate and timely financial advice.
- Achieve monthly and annual sales targets while adhering to the highest ethical and regulatory standards of the industry.
Qualifications
- Candidate must possess at least a Bachelor's Degree in Business, Finance, Marketing, or any related field.
- Excellent interpersonal and communication skills in English and Filipino; proficiency in local dialects is a plus.
- A self-motivated individual with a strong drive to achieve sales targets and professional milestones.
- Willingness to undergo licensing examinations as required by the Insurance Commission (IC).
- Previous experience in sales, banking, or customer service is highly preferred but not required.
- Must be tech-savvy and comfortable using digital platforms for client presentations and reporting.
- Strong networking skills with the ability to build rapport with people from various backgrounds.