job description
Join AXA, a global leader in insurance and financial services, as a Bancassurance Financial Executive in the vibrant and growing market of Bali (Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, Badung). This is an exceptional opportunity for confident, optimistic, and driven individuals who thrive in a dynamic sales environment and are passionate about helping clients secure their financial future.
As a Financial Sales Executive, you will play a pivotal role in promoting AXAâs innovative insurance and investment products through bancassurance channels. Youâll work closely with banking partners to provide tailored financial solutions that meet the unique needs of clients in Baliâs diverse and expanding economy. This role offers a rewarding career with a noble purposeâempowering individuals and families to achieve financial security and peace of mind.
At AXA, we value reliability, integrity, and a customer-centric approach. Youâll benefit from comprehensive training, a supportive team environment, and access to cutting-edge tools and resources to help you succeed. Whether youâre a seasoned professional or an ambitious newcomer, this role provides the platform to grow your career while making a meaningful impact in the community.
If youâre a self-starter with a passion for sales and financial services, we invite you to join our team and be part of AXAâs mission to protect what matters most.
Responsibility
- Develop and maintain strong relationships with banking partners to drive bancassurance sales and achieve revenue targets.
- Identify and engage potential clients through proactive outreach, referrals, and networking to promote AXAâs insurance and investment products.
- Conduct financial needs analyses to recommend tailored solutions that align with clientsâ goals and risk profiles.
- Deliver professional presentations and consultations to educate clients on the benefits of AXAâs products and services.
- Collaborate with internal teams to ensure seamless client onboarding, policy issuance, and after-sales support.
- Stay updated on industry trends, regulatory changes, and competitive offerings to provide informed advice to clients.
- Meet and exceed monthly, quarterly, and annual sales targets through consistent performance and strategic planning.
- Maintain accurate records of client interactions, sales activities, and pipeline management using AXAâs CRM systems.
Qualifications
- Bachelorâs degree in Business, Finance, Economics, or a related field (or equivalent experience).
- Minimum of 1-2 years of experience in sales, financial services, or bancassurance (fresh graduates with strong sales potential are encouraged to apply).
- Proven track record of achieving sales targets and building client relationships.
- Excellent communication, presentation, and negotiation skills in English (additional languages are a plus).
- Strong interpersonal skills with the ability to engage and influence clients from diverse backgrounds.
- Self-motivated, results-driven, and comfortable working in a fast-paced, target-oriented environment.
- Knowledge of insurance products, financial planning, or bancassurance is an advantage.
- Willingness to travel within Bali to meet clients and banking partners as needed.