Personal Finance Coach & Advisor

AXA Philippines - Glendiesse Reyes; Balungao; On-site; PHP 223,000 - 558,000; Full time

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, craft personalized plans, and explain financial concepts clearly.

You will build lasting client relationships, stay updated on market trends, and help clients navigate major life events with informed decisions about insurance, savings, and investments.

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.

Skills

Financial Planning

Relationship Building

Sales and Advisory

Problem-Solving

Time Management

Presentation Skills

Job description

AXA Philippines is seeking a Financial Coach (Financial Advisor) to guide individuals and families toward better financial well-being. You will assess needs, craft personalized plans, and explain financial concepts clearly.

You will build lasting client relationships, stay updated on market trends, and help clients navigate major life events with informed decisions about insurance, savings, and investments.