Flexible Wealth Advisor | Unlimited Income Potential

AXA Philippines - Glendiesse Reyes

Basista

Hybrid

PHP 300,000 - 600,000

Full time

3 days ago
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Benefits offered by this job

Flexible Work Arrangement
Unlimited Income Potential
Performance-Based Incentives and Bonu
Local and International Travel
Professional Training and Mentorship
Career Growth and Leadership Developm
Opportunity to make a meaningfulImpact

Job summary

AXA Philippines is seeking a Wealth Developer (Financial Advisor) to help individuals and families achieve their financial goals through personalized solutions, protection plans, health coverage, and investments.

You will conduct needs analyses, educate clients on wealth accumulation, and build lasting relationships while prospecting through referrals and social networks. Training and licensing are part of the role.

Qualifications

  • Bachelor's degree required or equivalent
  • Fresh graduates welcome to apply
  • Sales experience is an advantage but not required
  • Excellent communication and interpersonal skills
  • Positive attitude and strong work ethic
  • Willing to undergo training and licensing

Responsibilities

  • Conduct financial needs analysis and recommend suitable solutions for clients
  • Help clients protect their 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

Excellent communication
Interpersonal skills
Goal-oriented
Self-motivated

Education

Bachelor's degree

Job description

AXA Philippines is seeking a Wealth Developer (Financial Advisor) to help individuals and families achieve their financial goals through personalized solutions, protection plans, health coverage, and investments.

You will conduct needs analyses, educate clients on wealth accumulation, and build lasting relationships while prospecting through referrals and social networks. Training and licensing are part of the role.

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