Wealth Protection Specialist
Job Title: Wealth Protection Specialist
Overview:
A Wealth Protection Specialist helps individuals and families safeguard their financial future by providing tailored insurance and financial solutions. The role focuses on risk management, asset protection, and long-term financial security.
Key Responsibilities:
Assess clients’ financial needs, goals, and risk tolerance.
Recommend appropriate insurance products (life, health, accident, property, etc.) to protect wealth and income.
Develop personalized financial protection strategies for individuals and businesses.
Educate clients on the importance of risk management and financial planning.
Build and maintain strong client relationships through regular reviews and updates.
Stay updated on industry trends, insurance products, and regulatory requirements.
Collaborate with financial advisors, underwriters, and other professionals to deliver holistic solutions.
Qualifications:
Bachelor’s degree in Finance, Business, or related field (preferred).
Strong communication and interpersonal skills.
Analytical mindset with ability to assess risks and propose solutions.
Sales or client-facing experience is an advantage.
Commitment to ethical practices and client-first service.
Core Competencies:
Financial literacy and risk management knowledge.
Consultative selling and client relationship building.
Problem-solving and strategic thinking.
Professional integrity and empathy.
Application Process: If you’re interested and feel like you fit this role, kindly send your resume to axa••••••••••@gmail.com.
Employer questions
- What's your expected monthly basic salary?
- Which of the following types of qualifications do you have?
- How many years' experience do you have as a Protection Specialist?
- How many years' experience do you have in a Finance Role?
- Do you have experience in a sales role?
- Do you have customer service experience?
Company profile
AXA Philippines is a joint venture between the Paris-based AXA Group and Metrobank Group, one of the Philippines’ largest financial conglomerates. We are one of the largest and fastest growing insurance companies in the country, offering financial security to more than 1.5 million individuals.
Our purpose, to ACT FOR HUMAN PROGRESS BY PROTECTING WHAT MATTERS, is central to every action we take as a business. We empower our customers to live a better life and we are committed to constantly reinvent our business in order to simplify insurance even further – simply giving them peace of mind and providing better protection to all that matters to them.
We offer a complete range of life insurance and general insurance products for all our customers’ insurance and protection needs. Life insurance products include solutions for savings and investments, income protection, and health coverage; general insurance products include protection for fire, car, personal accident, bonds, casualty, and engineering.
We have more than 3,000 financial advisors in 32 branches, and 700 financial executives in over 900 Metrobank and PSBank branches nationwide.
AXA Philippines as part of the society
AXA is committed to conducting its business according to the highest principles of honesty and fairness. This commitment to observing the utmost ethical standards is designed to ensure compliance with laws and regulations in the various jurisdictions where we operate, to earn the continued trust of our clients, shareholders, personnel and business partners. It is also our responsibility to explore solutions to balance social, environmental and economic collective action, to drive the shift towards net-zero emissions and overcome the world’s sustainability problems.
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