Wealth Architect & Financial Advisor

AXA Philippines - Glendiesse Reyes; San Manuel; Hybrid; PHP 250,000 - 600,000; Full time

Benefits offered by this job

Flexible Work Arrangement

Unlimited Income Potential

Performance-Based Incentives and Boni

Local and International Travel

Professional Training and Mentorship

Career Growth and Leadership

Meaningful impact on 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, health coverage, and investment opportunities.

You will conduct needs analyses, build lasting client relationships, and grow your network via referrals and social media while earning through performance-based incentives and comprehensive training.

Qualifications

• Bachelor's degree required.
• Fresh graduates are welcome to apply.
• Sales experience is an advantage but not required.
• Excellent communication and interpersonal skills are essential.
• Goal-oriented and self-motivated mindset.
• 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 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

Fresh graduates welcome

Sales experience

Excellent communication

Interpersonal skills

Goal oriented

Self-motivated

Positive attitude

Willing to undergo training

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, health coverage, and investment opportunities.

You will conduct needs analyses, build lasting client relationships, and grow your network via referrals and social media while earning through performance-based incentives and comprehensive training.