Personal Finance Coach & Planning Advisor

AXA Philippines - Glendiesse Reyes

Santo Tomas

On-site

PHP 300,000 - 540,000

Full time

6 days ago

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Job summary

AXA Philippines is seeking a Financial Coach (Financial Advisor) to guide individuals and families toward better financial well-being. You will help clients with budgeting, savings, and planning for insurance, retirement, and education goals, delivering personalized strategies.

In this client-facing role based in the Pangasinan/Santo Tomas area, you will assess needs, present tailored recommendations, and maintain long-term relationships while staying current on market trends and regulatory

Qualifications

Excellent communication and interpersonal skills.
Ability to analyze financial information and tailor recommendations.
Goal-oriented and client-focused mindset.
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 options.
Recommend suitable insurance, savings, and investment solutions.
Monitor progress and review 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.