Flexible Wealth Advisor & Growth Strategist

AXA Philippines - Glendiesse Reyes

Tayug

Hybrid

PHP 500,000 - 1,200,000

Full time

3 days ago
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Benefits offered by this job

Flexible Work Arrangement
Unlimited Income Potential
Performance-Based Incentives and Boni
Local and International TravelOpportun
Professional Training and Mentorship
Career Growth and Leadership Developm
Meaningful impact on people's lives

Job summary

AXA Philippines is seeking a Wealth Developer (Financial Advisor) to help individuals and families achieve financial goals through personalized solutions, protection plans, and investments. The role emphasizes relationship-building, client education, and ongoing financial reviews for long-term wealth planning.

Ideal candidates are communicative, goal-oriented, and motivated to grow in a dynamic, incentive-driven environment with licensing pathways and training support.

Qualifications

  • Bachelor's degree in any field is required or welcomed.
  • Fresh graduates are welcome to apply.
  • Sales experience is an advantage but not required.
  • Excellent communication and interpersonal skills are essential.
  • Candidate should be goal-oriented and self-motivated.
  • Willing to undergo training and licensing requirements.
  • Positive attitude and strong work ethic are valued.

Responsibilities

  • Conduct financial needs analysis and recommend suitable solutions for clients.
  • Help clients protect income, health, life, and future through financial planning.
  • Educate clients about wealth accumulation, investments, and financial security.
  • Build and maintain long-term client relationships.
  • Prospect and connect with potential clients through referrals, networking, and social media.
  • Provide excellent after-sales service and regular financial reviews.
  • Attend training programs and professional development activities.

Skills

Communication Skills
Interpersonal Skills
Goal-oriented
Self-motivated
Fresh graduates welcome
Training eligibility
Licensing readiness
Positive attitude

Education

Bachelor's Degree (Any Course)

Job description

AXA Philippines is seeking a Wealth Developer (Financial Advisor) to help individuals and families achieve financial goals through personalized solutions, protection plans, and investments. The role emphasizes relationship-building, client education, and ongoing financial reviews for long-term wealth planning.

Ideal candidates are communicative, goal-oriented, and motivated to grow in a dynamic, incentive-driven environment with licensing pathways and training support.

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