Financial Specialist

Role Description

This is a full-time, on-site Financial Specialist role based in Balanga City. The Financial Specialist will support clients by assessing their financial needs, developing tailored financial plans, and recommending appropriate AXA life and general insurance solutions. Responsibilities include conducting financial needs analyses, presenting product options, preparing proposals, and assisting clients with policy applications and documentation. The role involves maintaining regular contact with clients, monitoring policy performance, and providing after-sales service to ensure long-term financial protection and satisfaction. The Financial Specialist will also collaborate with internal teams, participate in sales and product training, and stay updated on market trends, regulatory requirements, and AXA offerings.

Qualifications

• Strong foundation in Finance and Financial Planning to assess needs and recommend suitable in...

Ready to Apply?

Submit your application today and join our talented team at AXA Philippines.