job description
Join AXA Mandiri as a Financial Advisor in beautiful Bali and help clients secure their financial future. As a trusted financial planner, you will provide personalized financial solutions, including insurance products, to individuals and families in vibrant communities like Canggu, Ubud, and Denpasar. This role offers a competitive salary, professional growth, and the opportunity to make a meaningful impact in people's lives.
At AXA Mandiri, we empower our advisors with cutting-edge tools, comprehensive training, and a supportive work environment. Whether you're assisting clients in Kuta or Nusa Dua, you'll play a key role in building long-term financial security for your community. If you're passionate about finance, sales, and helping others, this is your chance to thrive in a dynamic and rewarding career.
Responsibility
- Provide personalized financial planning and insurance solutions to clients in Bali.
- Build and maintain strong client relationships through trust and professionalism.
- Conduct financial needs assessments and recommend suitable products.
- Achieve sales targets while ensuring client satisfaction and retention.
- Stay updated on financial market trends and AXA Mandiri’s product offerings.
- Collaborate with team members to enhance service delivery and business growth.
- Participate in training and development programs to refine financial advisory skills.
Qualifications
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- Proven experience in sales, financial planning, or customer service (preferred).
- Strong communication and interpersonal skills to engage diverse clients.
- Self-motivated with a results-driven approach to meeting targets.
- Willingness to travel within Bali to serve clients in different locations.
- Proficiency in financial software and tools (training provided).
- High ethical standards and commitment to client confidentiality.