Wealth Architect | Flexible Hours & Unlimited Income

AXA Philippines - Glendiesse Reyes; Santa Barbara; Hybrid; 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

Impactful meaningful work

Job summary

AXA Philippines is seeking a Wealth Developer (Financial Advisor) to help individuals and families achieve financial goals through personalized solutions, protection plans, health coverage, and investments. The role emphasizes relationship-building, needs analysis, and proactive client engagement.

Ideal candidates are passionate about helping others, with strong communication skills, a positive mindset, and willingness to undergo training and licensing requirements.

Qualifications

• Bachelor's Degree required.
• Fresh Graduates 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 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

Goal-oriented

Self-motivated

Sales experience (advantage)

Fresh graduates welcome

Training and licensing readiness

Positive attitude

Education

Bachelor's Degree (Any Course)

Job description

AXA Philippines is seeking a Wealth Developer (Financial Advisor) to help individuals and families achieve financial goals through personalized solutions, protection plans, health coverage, and investments. The role emphasizes relationship-building, needs analysis, and proactive client engagement.

Ideal candidates are passionate about helping others, with strong communication skills, a positive mindset, and willingness to undergo training and licensing requirements.