Personal Financial Coach & Planner

AXA Philippines - Glendiesse Reyes

Burgos

On-site

PHP 260,000 - 460,000

Full time

6 days ago

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Job summary

AXA Philippines is seeking a Financial Coach (Financial Advisor) to help individuals and families understand, manage, and improve their financial well-being through budgeting, savings, insurance, and retirement planning. You will assess client goals, develop tailored plans, educate on products, and build lasting relationships while staying updated on market trends and regulations.

Join a client-focused team and empower clients to reach their short- and long-term financial goals with guidance and

Qualifications

Excellent communication and interpersonal abilities.
Analytical ability to tailor financial recommendations.
Client-focused and goal-driven 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 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.