Wealth Architect: Financial Advisor for Impact & Growth

AXA Philippines - Glendiesse Reyes; Agno; Hybrid; PHP 300,000 - 600,000; Full time

Benefits offered by this job

Flexible Work Arrangement

Unlimited Income Potential

Performance-Based Incentives andBonuse

Local and International TravelOpportun

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 by offering personalized solutions, protection plans, health coverage, and investment opportunities. This role emphasizes building lasting client relationships and delivering tailored financial guidance.

Ideal candidates are passionate about helping others, have excellent communication skills, are goal-oriented, and open to training and licensing.

Qualifications

• Bachelor's Degree in any course is required.
• Excellent communication and interpersonal skills are essential.
• Willing to undergo training and licensing requirements.

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

Excellent communication and Interpers.

Goal-oriented and self-motivated

Positive attitude and strong workethic

Education

Bachelor's Degree (Any Course)

Fresh graduates welcome

Job description

AXA Philippines is seeking a Wealth Developer (Financial Advisor) to help individuals and families achieve their financial goals by offering personalized solutions, protection plans, health coverage, and investment opportunities. This role emphasizes building lasting client relationships and delivering tailored financial guidance.

Ideal candidates are passionate about helping others, have excellent communication skills, are goal-oriented, and open to training and licensing.