Wealth Growth Advisor — Financial Freedom

AXA Philippines - Glendiesse Reyes; Mangaldan; On-site; PHP 240,000 - 360,000; Full time

Benefits offered by this job

Flexible Work Arrangement

Unlimited Income Potential

Performance-Based Incentives and Bonsu

Local and International Travel

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 financial solutions, protection plans, health coverage, and investments.

The role emphasizes needs analysis, client relationship building, and ongoing financial reviews, with training and licensing support. Flexible work arrangements and travel opportunities are available for growth in financial planning.

Qualifications

• Bachelor's degree in 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.

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

Goal-oriented

Self-motivated

Willing to undergo training

Licensing readiness

Positive attitude

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 financial solutions, protection plans, health coverage, and investments.

The role emphasizes needs analysis, client relationship building, and ongoing financial reviews, with training and licensing support. Flexible work arrangements and travel opportunities are available for growth in financial planning.