job description
Join AXA as a Financial Advisor and empower clients in Bali to achieve financial security and prosperity. In this dynamic role, you will provide expert guidance on insurance, investment, and wealth management solutions tailored to individual needs. Whether you're advising expatriates, local professionals, or business owners, your insights will help them navigate financial challenges and seize opportunities.
As part of a globally recognized financial services leader, you'll have access to cutting-edge tools, comprehensive training, and a supportive network. This is more than a job—it's a chance to build lasting relationships, grow your career, and make a tangible impact on people's lives.
If you're passionate about finance, thrive in a client-facing environment, and want to work in one of Bali's vibrant communities, this is your opportunity to shine.
Responsibility
- Conduct thorough financial assessments to understand clients' goals, risk tolerance, and financial situations.
- Design and present personalized financial plans, including insurance, investment, and retirement strategies.
- Educate clients on AXA's product portfolio, ensuring they make informed decisions aligned with their objectives.
- Build and maintain strong client relationships through regular reviews, updates, and proactive communication.
- Stay abreast of market trends, regulatory changes, and industry best practices to provide up-to-date advice.
- Collaborate with AXA's internal teams to streamline processes and enhance client service delivery.
- Achieve and exceed sales targets while maintaining high ethical standards and compliance.
- Participate in local networking events and community initiatives to expand your client base.
Qualifications
- Bachelor's degree in Finance, Business, Economics, or a related field.
- Proven experience in financial advisory, insurance, or wealth management (preferred but not required for motivated candidates).
- Strong interpersonal and communication skills, with the ability to explain complex financial concepts clearly.
- Sales-driven mindset with a track record of meeting or exceeding targets.
- High ethical standards and a commitment to acting in clients' best interests.
- Fluency in English; proficiency in Bahasa Indonesia is a plus.
- Willingness to travel within Bali to meet clients as needed.
- Relevant certifications (e.g., CFP, RFC) are advantageous but not mandatory.