Wealth Architect — Financial Freedom Advisor

AXA Philippines - Glendiesse Reyes; Urdaneta; On-site; PHP 300,000 - 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 people's lives

Job summary

AXA Philippines is hiring a Wealth Developer (Financial Advisor) to help individuals and families achieve their financial goals through tailored solutions, protection plans, health coverage, and investments.

You will build lasting client relationships, conduct needs analyses, educate clients on wealth accumulation, and pursue referrals through networking and social media. The role offers flexible work arrangements and opportunities for professional growth and earnings.

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

Goal oriented

Self-motivated

Positive attitude

Education

Bachelor's degree

Fresh graduates welcome

Job description

AXA Philippines is hiring a Wealth Developer (Financial Advisor) to help individuals and families achieve their financial goals through tailored solutions, protection plans, health coverage, and investments.

You will build lasting client relationships, conduct needs analyses, educate clients on wealth accumulation, and pursue referrals through networking and social media. The role offers flexible work arrangements and opportunities for professional growth and earnings.