Financial Wellness Coach & Planner

AXA Philippines - Glendiesse Reyes

Calasiao

On-site

PHP 350,000 - 550,000

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, savings, insurance, retirement planning, and investment options. The role emphasizes building long-term client relationships and delivering tailored financial plans.

The advisor will educate clients on financial concepts, monitor progress, and stay informed about market trends to support 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 client 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.

Skills

Communication skills

Interpersonal skills

Financial analysis

Goal oriented

Client focus

Financial planning knowledge

Education

Relevant certifications or licenses

Job description

The advisor will educate clients on financial concepts, monitor progress, and stay informed about market trends to support informed decisions during life events.

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