Wealth Architect: Personal Finance Advisor

AXA Philippines - Glendiesse Reyes; Bautista; Hybrid; PHP 391,000 - 837,000; Full time

Benefits offered by this job

Flexible work

Unlimited income

Performance incentives

Travel opportunities

Training & mentorship

Career growth

Meaningful impact

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, sales aptitude, and a passion for helping people. Training and licensing support are provided, with flexible work arrangements and growth opportunities across local and international travel possibilities.

Qualifications

• Bachelor's degree (Any course) 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 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 orientation

Self-motivation

Helping people

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, sales aptitude, and a passion for helping people. Training and licensing support are provided, with flexible work arrangements and growth opportunities across local and international travel possibilities.