Personal Finance Coach & Advisor

AXA Philippines - Glendiesse Reyes; Infanta; On-site; PHP 300,000 - 520,000; Full time

Job summary

AXA Philippines is looking for a Financial Coach (Financial Advisor) to help individuals and families understand, manage, and improve their financial well-being. You will guide clients on budgeting, savings, insurance, and retirement planning to meet short- and long-term goals.

In this role you will assess client situations, develop personalized plans, educate on financial concepts and products, and build lasting relationships through ongoing support, staying updated on market trends.

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

Communication

Interpersonal skills

Financial analysis

Tailored recommendations

Client focus

Sales and advisory

Job description

AXA Philippines is looking for a Financial Coach (Financial Advisor) to help individuals and families understand, manage, and improve their financial well-being. You will guide clients on budgeting, savings, insurance, and retirement planning to meet short- and long-term goals.

In this role you will assess client situations, develop personalized plans, educate on financial concepts and products, and build lasting relationships through ongoing support, staying updated on market trends.