Personal Finance Coach & Planning Specialist

AXA Philippines - Glendiesse Reyes; Sison; On-site; PHP 300,000 - 420,000; Full time

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 clients on budgeting, savings, insurance, and retirement planning to set clear short-term and long-term goals.

In this role, you will assess client needs, develop personalized plans, explain products, monitor progress, and build lasting relationships through ongoing support.

Qualifications

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

Financial analysis

Client-focused mindset

Financial planning knowledge

Investment products knowledge

Job description

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 clients on budgeting, savings, insurance, and retirement planning to set clear short-term and long-term goals.

In this role, you will assess client needs, develop personalized plans, explain products, monitor progress, and build lasting relationships through ongoing support.