Wealth Architect & Financial Advisor

AXA Philippines - Glendiesse Reyes; Calasiao; Hybrid; PHP 400,000 - 800,000; Full time

Benefits offered by this job

Flexible Work Arrangement

Unlimited Income Potential

Performance-Based Incentives and Budon

Local and International TravelOp

Professional Training and Mentorship

Career Growth and Leadership Develop

Opportunity to make a meaningfulImpact

Job summary

AXA Philippines is seeking a Wealth Developer (Financial Advisor) to help individuals and families reach financial goals through tailored protection, health coverage, and investment options. This role focuses on building trust, delivering personalized plans, and guiding clients toward secure financial futures.

Join a mission-driven team with robust training, licensing support, and a flexible work arrangement.

Qualifications

• Bachelor's Degree (Any Course)
• Fresh Graduates are welcome to apply
• Sales experience is an advantage but not required
• Excellent communication and interpersonal skills
• Goal-oriented and self-motivated
• Passionate about helping people achieve financial freedom
• Willing to undergo training and licensing requirements
• Positive attitude and strong work ethic

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

Communication skills

Interpersonal skills

Sales skills

Goal-oriented

Education

Bachelor's degree (Any course)

Job description

AXA Philippines is seeking a Wealth Developer (Financial Advisor) to help individuals and families reach financial goals through tailored protection, health coverage, and investment options. This role focuses on building trust, delivering personalized plans, and guiding clients toward secure financial futures.

Join a mission-driven team with robust training, licensing support, and a flexible work arrangement.