Financial Coach

AXA Philippines; San Jacinto; Hybrid; PHP 360,000 - 600,000; Full time

Job summary

AXA Philippines is seeking highly motivated Financial Coaches (Financial Advisors) to guide clients in wealth planning, insurance protection, savings, investments, and retirement planning.

You will build lasting relationships, conduct needs analyses, and tailor solutions while promoting AXA products and services. Hybrid work options and ongoing training support career growth and client impact.

Qualifications

• Bachelor's degree preferred but not required.
• Excellent communication and interpersonal skills.
• Self-motivated, goal-oriented, and willing to learn.
• Ability to work independently and manage time effectively.
• Customer-focused mindset and passion for helping others.
• Willing to undergo training and obtain the necessary industry license.

Responsibilities

• Conduct financial needs analysis and identify clients' financial goals.
• Provide customized financial solutions tailored to clients' needs and objectives.
• Educate clients on the importance of financial planning, insurance, investments, and wealth accumulation.
• Help clients protect their income, assets, health, and future through AXA's financial products and services.
• Build and maintain long-term relationships with clients through regular reviews and consultations.
• Prospect and expand a network of potential clients through referrals, digital platforms, and personal networking.
• Attend training, coaching sessions, and professional development programs.
• Ensure compliance with industry regulations and company standards.

Skills

Excellent communication skills

Self-motivated&goal-oriented

Independent worker with time mgmt

Customer-focused mindset

Willing to undergo training/license

Education

Bachelor's degree preferred but not required

Job description

Financial Coach (Financial Advisor)

AXA Philippines

Job Summary

AXA Philippines is looking for motivated and driven individuals to join our team as Financial Coaches (Financial Advisors). In this role, you will help clients achieve their financial goals by providing professional guidance on wealth management, financial planning, insurance protection, savings, investments, and retirement planning. You will build meaningful relationships while making a positive impact on the financial well-being of individuals and families.

Key Responsibilities

• Conduct financial needs analysis and identify clients' financial goals.

• Provide customized financial solutions tailored to clients' needs and objectives.

• Educate clients on the importance of financial planning, insurance, investments, and wealth accumulation.

• Help clients protect their income, assets, health, and future through AXA's financial products and services.

• Build and maintain long-term relationships with clients through regular reviews and consultations.

• Prospect and expand a network of potential clients through referrals, digital platforms, and personal networking.

• Attend training, coaching sessions, and professional development programs.

• Ensure compliance with industry regulations and company standards.

Qualifications

• Bachelor's degree preferred but not required.

• Excellent communication and interpersonal skills.

• Self-motivated, goal-oriented, and willing to learn.

• Ability to work independently and manage time effectively.

• Customer-focused mindset and passion for helping others.

• Willing to undergo training and obtain the necessary industry license.

What You'll Gain

• Competitive commissions, incentives, and performance bonuses.

• Flexible work schedule and hybrid work opportunities.

• Comprehensive training and mentorship programs.

• Career growth and leadership development opportunities.

• Chance to create a meaningful impact by helping clients secure their financial future.

Mission of a Financial Coach

As a Financial Coach, your mission is to empower individuals and families to make informed financial decisions, protect what matters most, and build a secure future through proper financial planning and wealth management.