Personal Finance Coach & Planner

AXA Philippines - Glendiesse Reyes

Bayambang

On-site

PHP 300,000 - 600,000

Full time

6 days ago

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Job summary

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

Responsibilities include assessing clients' situations, developing personalized plans, educating on products, monitoring progress, and building ongoing relationships through proactive advice and timely

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.
Relevant certifications or licenses may be required, depending on the organization and country.

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.