Wealth Protection Advisor - Flexible Schedule & Earnings

AXA Philippines - Glendiesse Reyes; Rosales; Hybrid; PHP 400,000 - 650,000; Full time

Benefits offered by this job

Flexible schedule

Unlimited commissions

Travel opportunities

Training & mentorship

Career advancement

Purpose-driven work

Job summary

AXA Philippines is seeking a Wealth Specialist (Financial Advisor) to help clients build, protect, and grow wealth through personalized financial solutions. You will conduct needs analysis, educate on wealth planning, and generate leads while achieving sales targets. Flexible schedule and opportunities for travel and mentorship are offered.

The role emphasizes licensing examinations, strong communication, and a passion for helping people achieve financial goals within a supportive AXA team.

Qualifications

• Strong communication and interpersonal skills.
• Goal-oriented and self-motivated.
• Sales or customer service experience is an advantage but not required.
• Willing to take licensing examinations.

Responsibilities

• Conduct financial needs analysis and recommend suitable solutions.
• Build and maintain strong relationships with clients.
• Educate clients on wealth protection, savings, investments, and retirement planning.
• Generate leads through referrals, networking, and social media.
• Provide exceptional after-sales service and regular financial reviews.
• Achieve personal and team sales targets.

Skills

Communication skills

Interpersonal skills

Goal oriented

Self-motivated

Licensing exam readiness

Education

Bachelor's degree

Job description

AXA Philippines is seeking a Wealth Specialist (Financial Advisor) to help clients build, protect, and grow wealth through personalized financial solutions. You will conduct needs analysis, educate on wealth planning, and generate leads while achieving sales targets. Flexible schedule and opportunities for travel and mentorship are offered.

The role emphasizes licensing examinations, strong communication, and a passion for helping people achieve financial goals within a supportive AXA team.