Job description
Join AXA Philippines as an Insurance Advisor in Santo Tomas, Pangasinan and unlock a rewarding career in the insurance sector. In this client facing role, you will guide individuals and families in choosing the right protections, build lasting relationships, and help them secure financial security for the future. You will be supported by a structured training program, competitive compensation, and clear opportunities for growth within a global brand that values integrity, service, and performance. As part of the AXA team, you will benefit from a collaborative culture, modern sales tools, and ongoing coaching designed to help you succeed.
As an Insurance Advisor, you will assess client needs, present AXA products that fit their budget and life goals, and explain complex coverage in simple terms. You will manage a portfolio of clients, follow up on policy renewals, and provide outstanding after-sales service. Your proactive approach to networking, referrals, and community engagement will help you meet and surpass monthly targets while maintaining high ethical standards and regulatory compliance. You will use CRM and digital sales tools to track progress, document client conversations, and deliver personalized recommendations.
What you gain is more than a job - it is a path to professional development, mentorship from experienced leaders, ongoing product training, and the chance to positively impact the financial resilience of your community. AXA Philippines offers license support where required, performance-based incentives, and a diverse, inclusive team that respects work-life balance. If you are goal driven, values oriented, and ready to start a fulfilling career with AXA Philippines, apply today.
Responsibility
- Develop and manage a pipeline of prospects and clients for life, health, and related insurance products.
- Perform needs analysis to match clients with AXA policies that fit their budget and goals.
- Present clear product explanations, benefits, and underwriting requirements to prospective customers.
- Build and maintain a robust client portfolio through referrals, networking, and community outreach.
- Process applications, coordinate underwriting, and ensure timely policy issuance and renewals.
- Deliver exceptional after-sales service, handle inquiries, and support policyholders with claims when needed.
- Maintain accurate records in the CRM, track activities, and report on progress against targets.
- Collaborate with team members and managers to achieve monthly sales goals while adhering to regulatory and ethical standards.
Qualification
- Bachelor's degree or equivalent; degree in business, finance, or related field preferred.
- 1–3 years of sales or insurance experience is preferred.
- Strong communication, presentation, and interpersonal skills.
- Self-motivated, goal oriented, and able to work independently.
- Willing to obtain an Insurance Agent license in the Philippines or currently licensed.
- Proficient with CRM software and basic MS Office tools.
- Customer-focused with ethical approach and integrity.
- Ability to build trust quickly and manage a diverse client base.