job description
Join AXA Mandiri as a Financial Advisor in the vibrant regions of Bali (Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, Badung) and empower clients to achieve financial security through expert guidance and tailored insurance solutions.
As a trusted Financial Advisor, you will play a pivotal role in helping individuals and families plan for their future by assessing their financial needs, recommending suitable insurance products, and building long-term relationships. This is an exceptional opportunity for dynamic professionals who thrive in a client-facing role and are passionate about delivering financial peace of mind.
At AXA Mandiri, we foster a supportive and growth-oriented environment where your success is our priority. With competitive compensation, continuous training, and access to industry-leading resources, you’ll have everything you need to excel in this rewarding career.
Responsibility
- Conduct comprehensive financial needs analyses for clients to identify goals, risks, and opportunities.
- Develop and present personalized financial plans and insurance solutions tailored to client requirements.
- Educate clients on various insurance products, including life, health, and investment-linked policies.
- Build and maintain strong, trust-based relationships with a diverse client portfolio.
- Achieve and exceed sales targets through proactive prospecting and effective client engagement.
- Stay updated on industry trends, regulatory changes, and AXA Mandiri’s product offerings.
- Collaborate with team members and management to optimize client satisfaction and business growth.
- Provide exceptional after-sales service to ensure client retention and referrals.
Qualifications
- Bachelor’s degree in Finance, Business, Economics, or a related field (preferred but not mandatory).
- Proven experience in sales, financial advisory, or customer service (fresh graduates with strong interpersonal skills are welcome).
- Excellent communication, negotiation, and presentation skills in English and Bahasa Indonesia.
- Self-motivated, goal-oriented, and able to work independently as well as in a team.
- Strong analytical and problem-solving abilities to assess client needs accurately.
- Willingness to travel within assigned regions (Canggu, Ubud, Denpasar, etc.) to meet clients.
- Professional demeanor with a client-first mindset and high ethical standards.
- Certification in financial planning (e.g., CFP) or insurance is a plus.