Wealth Architect & Financial Freedom Advisor

AXA Philippines - Glendiesse Reyes; San Carlos; On-site; PHP 300,000 - 600,000; Full time

Benefits offered by this job

Flexible work arrangement

Unlimited income potential

Performance-based incentives

Travel opportunities

Professional training

Career growth

Leadership development

Meaningful impact

Job summary

AXA Philippines Wealth Developer (Financial Advisor) helps individuals and families achieve financial goals through personalized financial solutions, protection plans, health coverage, and investment opportunities.

The role emphasizes building long-term client relationships, prospecting through referrals and networking, and delivering regular financial reviews with ongoing training and licensing opportunities.

Qualifications

• Bachelor's degree in any course is required.
• 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.
• 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

Interpersonal skills

Goal-oriented

Self-motivated

People-oriented

Positive attitude

Work ethic

Willing to train

Education

Bachelor's Degree (Any Course)

Job description

AXA Philippines Wealth Developer (Financial Advisor) helps individuals and families achieve financial goals through personalized financial solutions, protection plans, health coverage, and investment opportunities.

The role emphasizes building long-term client relationships, prospecting through referrals and networking, and delivering regular financial reviews with ongoing training and licensing opportunities.