job description
Join AXA Mandiri as a Financial Advisor in Bali and help clients achieve their financial goals through personalized planning and insurance solutions. This role offers a dynamic career in financial services, where you will build long-term relationships, provide expert advice, and contribute to the financial well-being of individuals and families in Bali’s vibrant communities.
As a trusted advisor, you will assess clients’ financial needs, recommend tailored insurance and investment products, and guide them toward financial security. This position is ideal for motivated professionals who thrive in a client-facing role and are passionate about financial education and wealth management.
Bali’s growing economy and diverse expat community provide a unique opportunity to work with a broad range of clients. Whether you’re based in Canggu, Ubud, or Denpasar, you’ll have the flexibility to manage your schedule while benefiting from AXA Mandiri’s industry-leading training and support.
Responsibility
- Conduct comprehensive financial assessments to understand clients’ goals, risk tolerance, and financial situations.
- Develop and present personalized financial plans, including insurance, investment, and retirement strategies.
- Educate clients on AXA Mandiri’s financial products and services, ensuring they make informed decisions.
- Build and maintain strong client relationships through regular follow-ups and exceptional service.
- Achieve sales targets by effectively marketing financial solutions to new and existing clients.
- Stay updated on industry trends, regulatory changes, and market conditions to provide accurate advice.
- Collaborate with AXA Mandiri’s team to deliver integrated financial solutions and enhance client satisfaction.
- Participate in networking events and community outreach to expand your client base in Bali.
Qualifications
- Bachelor’s degree in Finance, Business, Economics, or a related field (preferred).
- Proven experience in sales, financial planning, or customer service (financial services industry is a plus).
- Strong interpersonal and communication skills to build trust and rapport with clients.
- Self-motivated with a results-driven approach to meeting and exceeding targets.
- Ability to explain complex financial concepts in a clear and understandable manner.
- Proficiency in using financial planning tools and CRM software.
- Willingness to obtain relevant certifications (e.g., CFP, insurance licenses) if not already held.
- Fluency in English and Bahasa Indonesia; additional languages are a bonus.