Wealth Architect: Flexible, High-Income Financial Advisor

AXA Philippines - Glendiesse Reyes; Umingan; Hybrid; PHP 200,000 - 500,000; Full time

Benefits offered by this job

Flexible Work Arrangement

Unlimited Income Potential

Performance-Based Incentives and Bon n

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 to help individuals and families achieve financial goals through tailored solutions, protection plans, health coverage, and investment opportunities. The role focuses on relationship-building, education on wealth growth, and ongoing client reviews.

The position emphasizes helping people achieve financial freedom and involves opportunities for professional development, with flexible work arrangements and potential travel.

Qualifications

• Bachelor's Degree required
• Fresh Graduates are welcome to apply
• Sales experience is an advantage but not required
• 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

Fresh graduates welcome

Self-motivated

Goal-oriented

Licensing readiness

Positive attitude

Education

Bachelor's Degree (Any Course)

Job description

AXA Philippines is seeking a Wealth Developer to help individuals and families achieve financial goals through tailored solutions, protection plans, health coverage, and investment opportunities. The role focuses on relationship-building, education on wealth growth, and ongoing client reviews.

The position emphasizes helping people achieve financial freedom and involves opportunities for professional development, with flexible work arrangements and potential travel.