Wealth Architect: Flexible, High-Earning Financial Advisor

AXA Philippines - Glendiesse Reyes; Santa Maria; Hybrid; PHP 223,000 - 558,000; Full time

Benefits offered by this job

Flexible Work

Unlimited Income

Performance Bonuses

Travel Opportunities

Training & Mentorship

Career Growth

Meaningful Impact

Job summary

AXA Philippines is seeking a Wealth Developer to guide individuals and families toward financial goals with personalized solutions, protection plans, health coverage, and investments. The role emphasizes helping people, building relationships, and making a positive life impact.

As a Wealth Developer, you will educate clients on wealth accumulation, conduct needs analyses, and network to grow a client base, while enjoying training, mentorship, and potential leadership opportunities.

Qualifications

• Bachelor's degree is required or accepted from any course.
• Fresh Graduates are welcome to apply.
• Sales experience is an advantage but not required.
• Excellent communication and interpersonal skills are essential.
• Candidate should be 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 are important.

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

Excellent communication

Interpersonal skills

Sales mindset

Goal oriented

Self-motivated

Positive attitude

Education

Bachelor's Degree (Any Course)

Job description

AXA Philippines is seeking a Wealth Developer to guide individuals and families toward financial goals with personalized solutions, protection plans, health coverage, and investments. The role emphasizes helping people, building relationships, and making a positive life impact.

As a Wealth Developer, you will educate clients on wealth accumulation, conduct needs analyses, and network to grow a client base, while enjoying training, mentorship, and potential leadership opportunities.