Wealth Developer: Flexible, High-Impact Financial Advisor

AXA Philippines - Glendiesse Reyes

Bolinao

Hybrid

PHP 180,000 - 450,000

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 Travelopport­
Professional Training and Mentorship
Career Growth and Leadership Developm­
Meaningful impact on people's lives

Job summary

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.

The role emphasizes building lasting client relationships, prospecting through referrals and networks, and ongoing professional development with training and licensing opportunities.

Qualifications

  • Bachelor's degree required with any field of study.
  • 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.

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-oriented
Self-motivated
People-person
Training mindset

Education

Bachelor's degree (Any course)

Job description

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.

The role emphasizes building lasting client relationships, prospecting through referrals and networks, and ongoing professional development with training and licensing opportunities.

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