Personal Finance Coach & Planner

AXA Philippines - Glendiesse Reyes; Pozorrubio; On-site; PHP 240,000 - 360,000; Full time

Job summary

AXA Philippines seeks 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.

The role emphasizes strong communication, tailored financial plans, and ongoing client relationship management, with staying current on market trends and regulations to provide informed advice.

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 investments.
• 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

Financial Analysis

Client Focus

Insurance & Investments knowledge

Certifications/licensing (ifApplicable

Job description

AXA Philippines seeks 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.

The role emphasizes strong communication, tailored financial plans, and ongoing client relationship management, with staying current on market trends and regulations to provide informed advice.