Wealth Developer | Financial Advisor for Growth & Impact

AXA Philippines - Glendiesse Reyes

Aguilar

Hybrid

PHP 300,000 - 540,000

Full time

3 days ago
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Benefits offered by this job

Flexible Work Arrangement
Unlimited Income Potential
Performance-Based Incentives and Bonu​
Local and International TravelOpportun
Professional Training and Mentorship
Career Growth and Leadership Develop
Meaningful impact on lives

Job summary

AXA Philippines is looking for a Wealth Developer (Financial Advisor) to help individuals and families achieve their financial goals by offering tailored financial solutions, protection plans, health coverage, and investment opportunities. You will conduct needs analyses, educate clients on wealth accumulation, build long-term relationships, and grow a client base through referrals and social networks.

Training and licensing support are provided.

Qualifications

  • Bachelor's Degree (Any Course)
  • Fresh Graduates welcome
  • Excellent communication and interpersonal skills

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
People focus
Licensing training

Education

Bachelor's Degree (Any Course)

Job description

AXA Philippines is looking for a Wealth Developer (Financial Advisor) to help individuals and families achieve their financial goals by offering tailored financial solutions, protection plans, health coverage, and investment opportunities. You will conduct needs analyses, educate clients on wealth accumulation, build long-term relationships, and grow a client base through referrals and social networks.

Training and licensing support are provided.

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