Wealth Architect & Financial Freedom Advisor

AXA Philippines - Glendiesse Reyes; Sual; Hybrid; PHP 350,000 - 650,000; Full time

Benefits offered by this job

Flexible Work Arrangement

Unlimited Income Potential

Performance-Based Incentives andBonuse

Job summary

AXA Philippines is seeking a Wealth Developer (Financial Advisor) to help individuals and families achieve their financial goals through personalized planning and investment opportunities. The role focuses on building relationships, providing protection plans, and educating clients on wealth strategies.

Ideal candidates are passionate about helping others, have strong communication skills, and are willing to undergo training and licensing.

Qualifications

• Bachelor's degree (Any Course) required.
• Fresh graduates welcome to apply.
• Excellent communication and interpersonal skills required.
• Willing to undergo training and licensing.

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

Communication

Interpersonal skills

Self-motivation

Goal orientation

Positive attitude

Work ethic

Willing to train/licensing

Education

Bachelor's degree

Job description

AXA Philippines is seeking a Wealth Developer (Financial Advisor) to help individuals and families achieve their financial goals through personalized planning and investment opportunities. The role focuses on building relationships, providing protection plans, and educating clients on wealth strategies.

Ideal candidates are passionate about helping others, have strong communication skills, and are willing to undergo training and licensing.