Personal Finance Coach & Advisor - Plan, Protect, Grow

AXA Philippines - Glendiesse Reyes

Pogo Grande

On-site

PHP 300,000 - 540,000

Full time

7 days ago

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Job summary

AXA Philippines is hiring a Financial Coach (Financial Advisor) who guides individuals and families to understand and improve their financial well-being, covering budgeting, savings, insurance, retirement planning, and investments. You will assess client goals, develop personalized plans, educate on products, monitor progress, and build trusted relationships while staying current on market trends.

This role emphasizes goal orientation, strong communication, and a client-centric approach to help

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.