Personal Finance Coach & Planner

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

Job summary

AXA Philippines is seeking a Financial Coach (Financial Advisor) to guide individuals and families toward better financial well-being. You will assess client needs, develop personalized plans, and educate on insurance, investments, and retirement options.

The role emphasizes building lasting relationships, staying current with market trends, and helping clients navigate major life events with informed decisions.

Qualifications

• Strong communication and interpersonal skills.
• Ability to analyze financial information and tailor 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.

Skills

Communication skills

Interpersonal skills

Analytical ability

Client-focused

Sales and advisory skills

Time management

Presentation skills

Job description

AXA Philippines is seeking a Financial Coach (Financial Advisor) to guide individuals and families toward better financial well-being. You will assess client needs, develop personalized plans, and educate on insurance, investments, and retirement options.

The role emphasizes building lasting relationships, staying current with market trends, and helping clients navigate major life events with informed decisions.