Personal Finance Coach: Plan, Invest & Secure Futures

AXA Philippines - Glendiesse Reyes; Binmaley; On-site; PHP 300,000 - 600,000; Full time

Job summary

AXA Philippines seeks a Financial Coach (Financial Advisor) to guide individuals and families toward sound financial decisions. You will assess client needs, develop tailored plans, and explain planning, insurance, and investment options.

The role emphasizes building relationships, monitoring progress, and staying updated on market trends and regulatory changes to ensure compliant, client-centered guidance in budgeting, savings, and wealth protection.

Qualifications

• Excellent communication and interpersonal skills required.
• Ability to analyze financial information and tailor recommendations.
• Client-focused mindset with goal-oriented approach.
• Knowledge of financial planning, insurance, and investments.

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

Client-focused

Sales advisory

Time management

Presentation

Problem-solving

Education

Certifications or licenses

Job description

AXA Philippines seeks a Financial Coach (Financial Advisor) to guide individuals and families toward sound financial decisions. You will assess client needs, develop tailored plans, and explain planning, insurance, and investment options.

The role emphasizes building relationships, monitoring progress, and staying updated on market trends and regulatory changes to ensure compliant, client-centered guidance in budgeting, savings, and wealth protection.