Financial Coach & Wealth Planner (Hybrid)

AXA Philippines; Bolinao; Hybrid; PHP 250,000 - 380,000; Full time

Job summary

AXA Philippines seeks motivated individuals to join as Financial Coaches (Financial Advisors). You will guide clients in wealth management, financial planning, insurance protection, savings, investments, and retirement planning, building meaningful relationships while positively impacting their financial wellbeing.

Responsibilities include needs analysis, tailoring solutions, educating clients on planning concepts, and expanding the client base through referrals and digital channels, with

Qualifications

• Excellent communication and interpersonal skills required.
• Self-motivated, goal-oriented and eager to learn.
• Ability to work independently and manage time effectively.
• Customer-focused mindset with passion for helping others.
• Willing to undergo training and obtain 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 financial planning, insurance, investments, and wealth accumulation.
• Help clients protect income, assets, health, and future through AXA's 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

Communication skills

Interpersonal skills

Self-motivated

Goal oriented

Time management

Customer-focused

Education

Bachelor's degree preferred

Job description

AXA Philippines seeks motivated individuals to join as Financial Coaches (Financial Advisors). You will guide clients in wealth management, financial planning, insurance protection, savings, investments, and retirement planning, building meaningful relationships while positively impacting their financial wellbeing.

Responsibilities include needs analysis, tailoring solutions, educating clients on planning concepts, and expanding the client base through referrals and digital channels, with