job description
Join AXA as an Insurance Planner and embark on a rewarding career in the financial services industry. In this role, you will be responsible for providing expert financial advice and tailored insurance solutions to clients across Bali. You will work closely with individuals and businesses to assess their needs, recommend suitable insurance products, and ensure long-term financial security.
This is an excellent opportunity for motivated professionals who are passionate about helping others achieve financial peace of mind. With competitive compensation, comprehensive training, and a supportive work environment, AXA empowers you to build a successful career while making a meaningful impact in the community.
If you are a results-driven individual with strong interpersonal skills and a commitment to excellence, we invite you to apply and become part of our dynamic team.
Responsibility
- Conduct thorough financial needs assessments for clients to identify suitable insurance solutions.
- Present and explain insurance products, including life, health, and property insurance, in a clear and professional manner.
- Build and maintain strong relationships with clients to ensure long-term satisfaction and retention.
- Achieve and exceed sales targets by proactively identifying and pursuing new business opportunities.
- Stay updated on industry trends, regulatory changes, and AXA’s product offerings to provide accurate and relevant advice.
- Collaborate with team members and other departments to deliver exceptional customer service.
- Prepare and submit accurate documentation and reports in compliance with company policies and regulations.
- Participate in training and development programs to enhance professional skills and knowledge.
Qualifications
- Bachelor’s degree in Business, Finance, Economics, or a related field.
- Proven experience in sales, customer service, or financial planning is a plus.
- Strong communication and interpersonal skills to effectively engage with clients.
- Self-motivated with a results-driven mindset and the ability to work independently.
- Excellent problem-solving and analytical skills to assess client needs accurately.
- Professional demeanor and ethical conduct in all client interactions.
- Willingness to obtain relevant insurance certifications or licenses as required.
- Proficiency in using CRM software and Microsoft Office tools.