Wealth Developer: Flexible Financial Advisor with Growth

AXA Philippines - Glendiesse Reyes; Rosales; Remote; PHP 420,000 - 540,000; Full time

Benefits offered by this job

Flexible Work Arrangement

Unlimited Income Potential

Performance-Based Incentives and Boni

Local and International TravelOpportun

Professional Training and Mentorship

Career Growth and Leadership Develop

Job summary

AXA Philippines Wealth Developer role focuses on helping individuals and families reach financial goals through personalized planning, protection, health coverage, and investments.

You will build lasting client relationships, perform needs analyses, and educate clients on wealth strategies while pursuing required training and licensing. Flexible work arrangements are offered with opportunities across the Philippines.

Qualifications

• Bachelor3s 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

Excellent communication

Interpersonal skills

Goal-oriented

Self-motivated

Training readiness

Education

Bachelor3s Degree

Job description

AXA Philippines Wealth Developer role focuses on helping individuals and families reach financial goals through personalized planning, protection, health coverage, and investments.

You will build lasting client relationships, perform needs analyses, and educate clients on wealth strategies while pursuing required training and licensing. Flexible work arrangements are offered with opportunities across the Philippines.