Financial Wellness Coach & Planner

AXA Philippines - Glendiesse Reyes

Binalonan

On-site

PHP 240,000 - 360,000

Full time

6 days ago

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Job summary

AXA Philippines is seeking a Financial Coach (Financial Advisor) to guide individuals and families toward better financial well-being. You will assess needs, design personalized plans, and explain budgeting, savings, insurance, and retirement options.

The role focuses on building strong client relationships through ongoing support, monitoring progress, and staying up to date on market trends and regulatory changes to help clients make informed decisions during 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.

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.