Job Description
Are you looking to build a meaningful career in the financial services sector? AXA is seeking a dedicated and client-focused Wealth Protection Specialist to join our team in San Jacinto, Pangasinan. In this pivotal role, you will be the face of AXA, helping individuals and families secure their financial future through expert advice and customized protection solutions.
As a Wealth Protection Specialist, you will not just be selling products; you will be building lasting relationships and providing peace of mind to your community. We provide a structured environment with extensive training, ensuring you have the tools to succeed. This position offers an exceptional career trajectory, with clear pathways to transition into Senior Financial Advisor or Risk Management Consultant roles. If you are passionate about helping others and motivated by professional growth, we want to hear from you.
Responsibilities
- Develop and maintain strong relationships with new and existing clients to understand their financial protection needs.
- Conduct professional financial needs analysis to recommend appropriate insurance and wealth protection products.
- Provide expert guidance on risk management strategies tailored to individual client goals.
- Actively prospect and network within the local community to grow your client base.
- Ensure all client documentation and applications are processed accurately and in compliance with company regulations.
- Conduct regular policy reviews to ensure that client protection plans remain aligned with their life stages.
- Provide exceptional after-sales service and support to ensure high client satisfaction and retention.
Qualifications
- Bachelor’s degree in Business, Finance, Marketing, or a related field.
- Excellent interpersonal and communication skills, with the ability to simplify complex financial concepts.
- Strong moral character and a commitment to professional integrity.
- Ability to work independently while contributing to team targets.
- Previous experience in sales, financial services, or customer-facing roles is an advantage.
- Proficiency in local languages and a strong network within the Pangasinan area.
- A proactive mindset with a drive to continuously learn and achieve professional certifications.