Financial Wellness Coach & Advisor

AXA Philippines - Glendiesse Reyes

Santa Barbara

On-site

PHP 300,000 - 600,000

Full time

5 days ago

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Job summary

AXA Philippines is seeking a Financial Coach (Financial Advisor) to guide individuals and families in budgeting, saving, insurance, and retirement planning. You will assess client needs, develop personalized plans, and explain financial concepts clearly.

You will stay updated on market trends and regulations, build lasting relationships, and help clients navigate major life events with informed decisions. Strong communication and a client-focused mindset are essential.

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.

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.