Financial Advisor & Wellness Coach

AXA Philippines - Glendiesse Reyes; San Quintin; On-site; PHP 300,000 - 420,000; Full time

Job summary

AXA Philippines is seeking a Financial Coach (Financial Advisor) to guide individuals and families toward better financial well‑being through budgeting, savings, insurance, and retirement planning.

You will develop personalized plans, educate clients on products, monitor progress, and build lasting relationships while staying informed about market trends and regulatory changes. This role emphasizes strong communication, client focus, and the ability to tailor recommendations to major life events.

Qualifications

• Strong communication and interpersonal skills.
• Ability to analyze financial information and create tailored recommendations.
• Goal-oriented and client-focused mindset.
• Knowledge of financial planning, insurance, and investment products.
• Relevant certifications or licenses may be required, depending on the organization and country.

Responsibilities

• Assess clients' financial situations, goals, and risk tolerance.
• Develop personalized financial plans and strategies.
• Educate clients on financial concepts, products, and investment options.
• Recommend suitable insurance, savings, and investment solutions.
• Monitor clients' progress and review financial plans regularly.
• Build and maintain strong client relationships through ongoing support.
• Stay updated on financial market trends, regulations, and industry developments.
• Assist clients in making informed financial decisions during major life events.

Skills

Financial Planning

Relationship Building

Sales and Advisory Skills

Problem-Solving

Time Management

Presentation and Communication Skills

Job description

AXA Philippines is seeking a Financial Coach (Financial Advisor) to guide individuals and families toward better financial well‑being through budgeting, savings, insurance, and retirement planning.

You will develop personalized plans, educate clients on products, monitor progress, and build lasting relationships while staying informed about market trends and regulatory changes. This role emphasizes strong communication, client focus, and the ability to tailor recommendations to major life events.