Wealth Architect: Flexible, High-Earning Advisor

AXA Philippines - Glendiesse Reyes

Villasis

Hybrid

PHP 350,000 - 600,000

Full time

3 days ago
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Benefits offered by this job

Flexible Work Arrangement
Unlimited Income Potential
Performance-Based Incentives and Bonu
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 to help individuals and families achieve their financial goals through personalized financial solutions, protection plans, health coverage, and investment opportunities.

This role emphasizes building relationships, professional development, and making a positive impact in people’s lives. Fresh graduates are welcome to apply and a strong communication skill set is essential.

Qualifications

  • Bachelor's degree in any field
  • Fresh graduates are welcome to apply
  • Excellent communication and interpersonal skills
  • Goal-oriented and self-motivated
  • 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

Education

Bachelor's Degree (Any Course)

Job description

AXA Philippines is seeking a Wealth Developer to help individuals and families achieve their financial goals through personalized financial solutions, protection plans, health coverage, and investment opportunities.

This role emphasizes building relationships, professional development, and making a positive impact in people’s lives. Fresh graduates are welcome to apply and a strong communication skill set is essential.

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