Personal Finance Coach & Advisor

AXA Philippines - Glendiesse Reyes; San Jacinto; On-site; PHP 300,000 - 420,000; Full time

Job summary

AXA Philippines is seeking a Financial Coach (Financial Advisor) to help individuals and families understand, manage, and improve their financial well-being through budgeting, savings, insurance, and retirement planning.

You will assess client goals, develop personalized plans, explain investment options, monitor progress, and build lasting relationships while staying updated on market trends and regulatory changes.

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 Skills

Problem-Solving

Time Management

Presentation and Communication Skills

Job description

AXA Philippines is seeking a Financial Coach (Financial Advisor) to help individuals and families understand, manage, and improve their financial well-being through budgeting, savings, insurance, and retirement planning.

You will assess client goals, develop personalized plans, explain investment options, monitor progress, and build lasting relationships while staying updated on market trends and regulatory changes.