Wealth Advisor: Flexible Schedule & Unlimited Earnings

AXA Philippines - Glendiesse Reyes; Pogo Grande; On-site; PHP 400,000 - 700,000; Full time

Benefits offered by this job

Flexible work schedule

Unlimited income potential

Travel opportunities

World-class training and mentorship

Job summary

AXA Philippines is seeking a Wealth Specialist (Financial Advisor) to help clients build, protect, and grow their wealth by delivering personalized financial solutions aligned with their goals.

In this role you will educate clients about wealth protection, savings, investments, and retirement planning, develop a strong client network, and achieve sales targets while enjoying flexible work arrangements and ongoing mentorship.

Qualifications

• Bachelor's degree in any field; business/finance advantageous.
• Strong communication and interpersonal skills.
• Goal-oriented and self-motivated.
• Passion for helping people achieve financial goals.
• Sales or customer service experience is an advantage but not required.
• Willing to take licensing examinations.

Responsibilities

• Conduct financial needs analysis and recommend suitable solutions.
• Build and maintain strong client relationships.
• Educate clients on wealth protection, savings, investments, and retirement planning.
• Generate leads through referrals, networking, and social media.
• Provide after-sales service and regular financial reviews.
• Achieve personal and team sales targets.

Skills

Bachelor's degree

Communication skills

Interpersonal skills

Goal-oriented

Self-motivated

People-focused

Licensing exams

Education

Bachelor's degree

Job description

AXA Philippines is seeking a Wealth Specialist (Financial Advisor) to help clients build, protect, and grow their wealth by delivering personalized financial solutions aligned with their goals.

In this role you will educate clients about wealth protection, savings, investments, and retirement planning, develop a strong client network, and achieve sales targets while enjoying flexible work arrangements and ongoing mentorship.