Wealth Architect: Flexible Growth & Impact

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

Benefits offered by this job

Flexible Work Arrangement

Unlimited Income Potential

Performance-Based Incentives and Bonu

Local and International Travel Opportu

Professional Training and Mentorship

Career Growth and Leadership Developm

Meaningful impact on people's lives

Job summary

AXA Philippines is seeking a Wealth Developer (Financial Advisor) to help Filipino families achieve financial goals through personalized plans, protection, health coverage, and investments.

You will build lasting client relationships, conduct needs analyses, and present suitable solutions while pursuing training and licensing. This role offers flexible work arrangements and opportunities for growth and travel.

Qualifications

• Bachelor's degree in any field; fresh graduates welcome.
• Sales experience is an advantage but not required.
• Strong communication and interpersonal skills required.
• Goal-oriented with a proactive mindset.
• Willing to undergo training and licensing.
• Positive attitude and strong work ethic.

Responsibilities

• Conduct financial needs analysis and recommend suitable solutions.
• Educate clients on wealth accumulation, investments, and protection.
• Build and maintain long-term client relationships.
• Prospect and network to connect with potential clients.
• Provide after-sales service and regular reviews.
• Attend training and licensing programs.

Skills

Excellent communication

Interpersonal skills

Goal-oriented

Self-motivated

Willing to undergo training and licens

Sales awareness

Education

Bachelor's Degree (Any Course)

Fresh Graduates welcome

Job description

AXA Philippines is seeking a Wealth Developer (Financial Advisor) to help Filipino families achieve financial goals through personalized plans, protection, health coverage, and investments.

You will build lasting client relationships, conduct needs analyses, and present suitable solutions while pursuing training and licensing. This role offers flexible work arrangements and opportunities for growth and travel.