job description
Join AXA Mandiri as a Financial Advisor in the vibrant regions of Bali—including Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, and Badung—and help clients secure their financial future. As a trusted Financial Advisor (FA), you will play a pivotal role in delivering tailored financial planning solutions, including insurance products, to meet the unique needs of individuals and families.
This is an exceptional opportunity for dynamic professionals who thrive in client-facing roles, possess strong analytical skills, and are passionate about building long-term relationships. With AXA Mandiri’s global reputation and robust support system, you’ll have the tools and training to excel in the financial services industry while contributing to the financial well-being of your community.
Whether you’re an experienced advisor or looking to transition into a rewarding career in finance, this role offers competitive compensation, professional growth, and the chance to make a meaningful impact.
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 clarity and trust.
- Build and maintain strong client relationships through proactive communication and follow-ups.
- Achieve sales targets by effectively marketing financial solutions to new and existing clients.
- Stay updated on industry trends, regulatory changes, and AXA Mandiri’s product offerings.
- Collaborate with internal teams to ensure seamless client onboarding and service delivery.
- Document client interactions and maintain accurate records in compliance with company policies.
Qualifications
- Bachelor’s degree in Finance, Economics, Business, or a related field (preferred).
- Minimum 1-2 years of experience in financial advisory, insurance, or sales (fresh graduates with strong potential are encouraged to apply).
- Proven track record in client relationship management and sales (advantageous).
- Excellent communication, negotiation, and presentation skills in English and Bahasa Indonesia.
- Strong analytical and problem-solving abilities to assess client needs.
- Self-motivated, goal-oriented, and able to work independently or in a team.
- Willingness to travel within Bali to meet clients as needed.
- Certifications in financial planning (e.g., CFP) or insurance are a plus.