Personal Finance Coach & Advisor

AXA Philippines - Glendiesse Reyes; San Manuel; On-site; PHP 300,000 - 540,000; Full time

Job summary

AXA Philippines seeks a Financial Coach (Financial Advisor) to guide individuals and families toward better financial well-being. You will assess situations, design plans, and explain financial concepts and product options to clients.

As part of the role, you will stay informed on market trends and regulations, build lasting client relationships, and support clients through major life events with tailored advice and solutions.

Qualifications

• Strong communication and interpersonal skills.
• Knowledge of financial planning, insurance, and investment products.
• Ability to analyze financial information and create tailored recommendations.
• Goal-oriented and client-focused mindset.

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 Planning

Relationship Building

Sales and Advisory Skills

Problem-Solving

Time Management

Presentation & Communication

Job description

AXA Philippines seeks a Financial Coach (Financial Advisor) to guide individuals and families toward better financial well-being. You will assess situations, design plans, and explain financial concepts and product options to clients.

As part of the role, you will stay informed on market trends and regulations, build lasting client relationships, and support clients through major life events with tailored advice and solutions.