job description
Join AXA, a global leader in insurance and asset management, as a Financial Insurance Planner in the vibrant and growing market of Bali, Indonesia. This is an exceptional opportunity to build a rewarding career in financial services while enjoying the unique lifestyle that Bali offers. As an Insurance Planner, you will play a pivotal role in helping clients secure their financial future through tailored insurance solutions, wealth management, and risk protection strategies.
In this role, you will work closely with individuals and families to assess their financial needs, provide expert advice, and design customized insurance plans that align with their long-term goals. Bali’s dynamic economy and diverse expatriate community create a unique environment for financial professionals to thrive. Whether you are based in Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, or Badung, you will have the opportunity to engage with a wide range of clients, from local residents to international expats, and make a meaningful impact on their lives.
AXA offers a competitive compensation package, including a base salary of IDR 4,500,000 – IDR 5,500,000 per month, performance-based incentives, and comprehensive training to support your professional growth. You will also benefit from a collaborative work environment, cutting-edge tools, and the backing of a globally recognized brand with over 100 million clients worldwide.
If you are passionate about financial planning, enjoy building relationships, and want to advance your career in a fast-paced, rewarding industry, we encourage you to apply. This is more than just a job—it’s an opportunity to grow, innovate, and make a difference in the lives of others while living in one of the world’s most desirable locations.
Apply now and take the first step toward a fulfilling career with AXA in Bali!
Responsibility
- Conduct comprehensive financial needs analyses for clients to identify their insurance and investment requirements.
- Develop and present customized insurance plans, including life, health, and wealth protection solutions, tailored to individual client goals.
- Build and maintain strong relationships with clients, providing ongoing advice and support to ensure their financial security.
- Collaborate with AXA’s network of financial advisors, underwriters, and claims specialists to deliver seamless client experiences.
- Stay updated on industry trends, regulatory changes, and new insurance products to provide informed recommendations.
- Meet and exceed sales targets through proactive client acquisition, retention, and referrals.
- Educate clients on the benefits of insurance and financial planning, addressing their concerns and questions with clarity and professionalism.
- Leverage digital tools and CRM systems to manage client portfolios, track progress, and optimize sales strategies.
Qualifications
- Proven experience in sales, financial planning, or insurance (prior experience in the insurance industry is a plus).
- Strong interpersonal and communication skills, with the ability to build trust and rapport with diverse clients.
- Knowledge of insurance products, financial planning principles, and risk management strategies.
- Self-motivated, results-driven, and able to work independently in a target-oriented environment.
- Fluency in English; additional languages (e.g., Bahasa Indonesia, Mandarin, or other regional languages) are advantageous.
- Professional certifications (e.g., CFP, ChFC, or local insurance licenses) are highly desirable but not mandatory.
- Tech-savvy with experience using CRM software, Microsoft Office, and digital sales tools.
- Ability to adapt to a dynamic work environment and thrive in a multicultural setting.