job description
Join AXA Mandiri as a Financial Advisor in beautiful Bali and help clients secure their financial future. As a trusted Financial Advisor, you will provide personalized financial planning, insurance solutions, and investment strategies tailored to individual needs. This role offers the opportunity to build long-term client relationships while working in a dynamic and rewarding environment.
Bali’s thriving expat and local communities provide a unique market for financial services. Whether you're based in Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, or Badung, you’ll have the flexibility to manage your schedule while delivering exceptional service. AXA Mandiri supports your growth with comprehensive training, competitive compensation, and career advancement opportunities.
If you are passionate about finance, enjoy helping others achieve their goals, and thrive in a results-driven environment, this is the perfect role for you. Apply today and take the first step toward a fulfilling career with a global leader in financial services.
Responsibility
- Conduct financial needs analysis to understand clients' goals and risk tolerance.
- Develop and present personalized financial plans, including insurance and investment solutions.
- Build and maintain strong client relationships through regular follow-ups and reviews.
- Educate clients on financial products, market trends, and risk management strategies.
- Achieve sales targets by effectively promoting AXA Mandiri’s financial products.
- Stay updated on industry regulations, product updates, and market developments.
- Collaborate with team members to enhance client satisfaction and business growth.
- Maintain accurate records of client interactions and transactions.
Qualifications
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- Proven experience in sales, financial planning, or customer service (preferred but not required).
- Strong communication, negotiation, and interpersonal skills.
- Ability to work independently and manage a client portfolio effectively.
- High ethical standards and a commitment to client confidentiality.
- Willingness to obtain relevant financial certifications (e.g., CFP, RFP).
- Fluency in English and Bahasa Indonesia is an advantage.
- Self-motivated with a results-driven mindset.