Personal Finance Coach & Planner

AXA Philippines - Glendiesse Reyes

Mabini

On-site

PHP 335,000 - 614,000

Full time

6 days ago

Be an early applicant

Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Job summary

AXA Philippines is seeking a Financial Coach (Financial Advisor) to help individuals and families understand and improve their financial well-being. You will guide clients on budgeting, savings, insurance, retirement planning, and wealth protection while building lasting relationships.

This role requires strong communication, the ability to analyze financial information, and a client-focused mindset to tailor solutions and support clients through major life events.

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.

Skills

Financial Planning

Relationship Building

Sales and Advisory Skills

Problem-Solving

Time Management

Presentation and Communication Skills

Job description

This role requires strong communication, the ability to analyze financial information, and a client-focused mindset to tailor solutions and support clients through major life events.

Get your free, confidential resume review.

or drag and drop your file here.