Personal Finance Coach & Advisor

AXA Philippines - Glendiesse Reyes; Agno; On-site; PHP 279,000 - 469,000; Full time

Job summary

AXA Philippines seeks a Financial Coach (Financial Advisor) to guide individuals and families in budgeting, savings, investments, insurance, and retirement planning.

You'll assess client needs, develop personalized plans, educate on financial concepts, and monitor progress while building lasting relationships through ongoing support.

Strong communication, analytical skills, and a client-focused mindset are essential, with certifications or licenses preferred depending on local regulations.

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.

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.

Skills

Financial Planning

Relationship Building

Sales and Advisory Skills

Problem-Solving

Time Management

Presentation and Communication Skills

Job description

AXA Philippines seeks a Financial Coach (Financial Advisor) to guide individuals and families in budgeting, savings, investments, insurance, and retirement planning.

You'll assess client needs, develop personalized plans, educate on financial concepts, and monitor progress while building lasting relationships through ongoing support.

Strong communication, analytical skills, and a client-focused mindset are essential, with certifications or licenses preferred depending on local regulations.