Wealth Architect – Personal Finance & Growth Advisor

AXA Philippines - Glendiesse Reyes; Dagupan; Hybrid; PHP 300.000 - 600.000; Vollzeit

Benefits dieser Stelle

Flexible work

Unlimited income

Performance incentives

Travel opportunities

Mentorship

Career growth

Meaningful impact

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 investments. You will build lasting client relationships and provide ongoing reviews.

As a Wealth Developer, you’ll receive training, licensing support, and a path to leadership within a globally trusted brand.

Qualifikationen

• Bachelor's Degree (Any Course).
• Fresh Graduates are 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.

Aufgaben

• 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.

Kenntnisse

Communication

Interpersonal

Self-motivation

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 investments. You will build lasting client relationships and provide ongoing reviews.

As a Wealth Developer, you’ll receive training, licensing support, and a path to leadership within a globally trusted brand.