Wealth Architect: Personal Finance Advisor

AXA Philippines - Glendiesse Reyes; Bayambang; Hybrid; PHP 300,000 - 600,000; Full time

Benefits offered by this job

Flexible Work Arrangement

Unlimited Income Potential

Performance Incentives

Travel Opportunities

Training and 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 building relationships, helping clients with wealth planning, and ongoing reviews. Training and licensing are part of the path, with opportunities for growth within a supportive team.

Qualifications

• Bachelor's degree in any course.
• 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

Interpersonal skills

Goal oriented

Self-motivated

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 building relationships, helping clients with wealth planning, and ongoing reviews. Training and licensing are part of the path, with opportunities for growth within a supportive team.