Insurance Advisor

About This Role

An Insurance Advisor educates clients and develops customized financial roadmaps, while also generating new client leads through various channels. This role suits an individual who excels at building and maintaining strong client relationships and is committed to continuous learning and regulatory compliance.

Responsibilities

• Conduct Financial Needs Analyses (FNA) to assess a client
• Educate clients and develop customized financial roadmaps for health and critical illness protection, life and income protection, wealth accumulation (investments), and estate planning
• Generate potential client leads through networking, referrals, social media, digital marketing, and community outreach
• Schedule and conduct face-to-face or virtual consultations
• Achieve individual monthly and quarterly sales targets set by the agency branch
• Establish and maintain strong, long-lasting client relationships through regular portfolio reviews as clients' life goals and needs evolve
• Assist clients with policy servicing, premium payments, policy renewals, and claims processing
• Complete mandatory training modules from the AXA Academy
• Obtain required licenses from the Insurance Commission (IC) for Traditional Life and Investment-Linked products
• Stay updated on industry trends and maintain strict adherence to data privacy and ethical standards

Benefits

• Tiered commission structure plus quarterly and annual cash bonuses
• Group life insurance and HMO coverage upon hitting specific production tiers
• Exciting local and international travel incentives, including tracks to qualify for the Million Dollar Round Table (MDRT)
• Access to free, world-class mentorship and a multi-tiered training curriculum to build business expertise
• Clear, fast-track pathways to transition into leadership roles such as Unit Manager (UM) and Agency Development Manager (ADM)