Role Description

This is a full-time, on-site Financial Specialist role based in Dagupan. The Financial Specialist will support clients in assessing their financial goals and designing tailored financial plans and insurance solutions to meet protection, savings, and investment needs. Daily responsibilities include conducting client consultations, explaining AXA’s life and general insurance products, preparing financial proposals, and assisting in policy applications and servicing. The role involves monitoring client portfolios, preparing basic financial reports and summaries, and ensuring adherence to company policies and regulatory requirements. The Financial Specialist will also collaborate with team members on sales campaigns, participate in training and product briefings, and maintain accurate records in AXA’s systems.

Qualifications

• Strong foundation in Finance and Financial Planning, with the ability to assess client needs and recommend app...