job description
Join AXA as an Insurance Planner and embark on a rewarding career in the financial services industry. Based in the vibrant regions of Bali, you will play a pivotal role in helping clients secure their financial future through tailored insurance solutions. This position offers a competitive salary, professional growth opportunities, and the chance to make a meaningful impact in people's lives.
As an Insurance Planner, you will engage with clients to understand their needs, provide expert advice, and offer comprehensive insurance products. Your role will involve building strong relationships, conducting financial assessments, and delivering exceptional customer service. If you are passionate about sales, finance, and helping others, this is the perfect opportunity for you.
Apply now by sending your application to [email protected] and take the first step toward a fulfilling career with AXA.
Responsibility
- Conduct client consultations to assess financial needs and recommend suitable insurance products.
- Develop and maintain strong relationships with clients to ensure long-term satisfaction and retention.
- Achieve sales targets by promoting AXA's insurance solutions through effective sales strategies.
- Provide expert advice on insurance policies, including life, health, and property insurance.
- Collaborate with the sales team to identify new business opportunities and expand the client base.
- Stay updated on industry trends, regulations, and product offerings to provide accurate information to clients.
- Prepare and present financial reports and proposals to clients.
- Ensure compliance with company policies and regulatory requirements.
Qualifications
- Bachelor's degree in Business, Finance, or a related field.
- Proven experience in sales, insurance, or financial planning.
- Strong communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Excellent negotiation and problem-solving skills.
- Knowledge of insurance products and financial planning.
- Proficiency in using CRM software and Microsoft Office.
- Willingness to travel and meet clients in various locations.