Financial Wellness Coach | Personal Budget & Planning

AXA Philippines - Glendiesse Reyes; Bolinao; Sur place; PHP 300 000 - 520 000; Plein temps

Résumé du poste

AXA Philippines is seeking a Financial Coach (Financial Advisor) to guide individuals and families toward improved financial well-being. You will assess needs, develop personalized plans, and educate clients on budgeting, insurance, investments, and wealth protection.

You will build lasting client relationships, monitor progress, stay updated on market trends, and help clients navigate major life events with sound financial decisions.

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.

Responsabilités

• 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.

Connaissances

Financial Planning

Relationship Building

Sales and Advisory Skills

Problem-Solving

Time Management

Presentation and Communication Skills

Description du poste

AXA Philippines is seeking a Financial Coach (Financial Advisor) to guide individuals and families toward improved financial well-being. You will assess needs, develop personalized plans, and educate clients on budgeting, insurance, investments, and wealth protection.

You will build lasting client relationships, monitor progress, stay updated on market trends, and help clients navigate major life events with sound financial decisions.