Wealth Architect for Families | Flexible, Unlimited Income

AXA Philippines - Glendiesse Reyes; Santo Tomas; Hybrid; PHP 300.000 - 540.000; Vollzeit

Benefits dieser Stelle

Flexible work arrangement

Unlimited income potential

Performance-based incentives

Travel opportunities

Professional training and mentorship

Career growth and leadership developm​

Meaningful impact on lives

Zusammenfassung

AXA Philippines is seeking a Wealth Developer (Financial Advisor) to help individuals and families achieve their financial goals through personalized solutions, protection plans, health coverage, and investment opportunities. This role emphasizes building relationships and client-focused financial planning.

As part of our Wealth Development team, you’ll conduct needs analyses, educate clients on wealth strategies, and provide ongoing reviews.

Qualifikationen

• Bachelor's Degree (Any Course) 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.

Aufgaben

• Conduct financial needs analysis and recommend suitable solutions.
• Help clients protect income, health, life, and future through 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 after-sales service and regular financial reviews.
• Attend training programs and professional development activities.

Kenntnisse

Communication skills

Interpersonal skills

Goal-oriented

Self-motivated

Training readiness

Ausbildung

Bachelor's Degree (Any Course)

Jobbeschreibung

AXA Philippines is seeking a Wealth Developer (Financial Advisor) to help individuals and families achieve their financial goals through personalized solutions, protection plans, health coverage, and investment opportunities. This role emphasizes building relationships and client-focused financial planning.

As part of our Wealth Development team, you’ll conduct needs analyses, educate clients on wealth strategies, and provide ongoing reviews.