job description
Join AXA, a global leader in insurance and financial services, as an Insurance Planner in beautiful Bali. This is a unique opportunity to build a rewarding career while helping clients secure their financial future. As an Insurance Planner, you will provide expert advice on insurance products, tailor solutions to meet individual needs, and foster long-term client relationships. If you are passionate about sales, customer service, and financial planning, we invite you to apply and grow with us.
At AXA, we value integrity, professionalism, and innovation. You will work in a dynamic environment with access to comprehensive training, competitive compensation, and career advancement opportunities. Whether you are based in Canggu, Ubud, Denpasar, or any of Bali’s vibrant locations, you will be part of a team dedicated to excellence and client satisfaction.
Apply now by sending your resume to [email protected] and take the first step toward a fulfilling career in insurance planning.
Responsibility
- Provide personalized insurance solutions to clients based on their financial goals and risk profiles.
- Conduct thorough needs assessments to recommend suitable insurance products.
- Build and maintain strong relationships with clients through regular follow-ups and consultations.
- Achieve sales targets by effectively promoting AXA’s insurance and financial products.
- Stay updated on industry trends, regulatory changes, and new product offerings.
- Collaborate with team members to share best practices and enhance sales strategies.
- Ensure compliance with company policies and regulatory requirements in all client interactions.
- Participate in training programs to continuously improve product knowledge and sales skills.
Qualifications
- Bachelor’s degree in Business, Finance, Marketing, or a related field (preferred but not required).
- Proven experience in sales, customer service, or financial planning is an advantage.
- Strong communication and interpersonal skills to engage with diverse clients.
- Self-motivated with a results-driven approach to achieving sales targets.
- Ability to work independently and as part of a team in a fast-paced environment.
- Basic understanding of insurance products and financial planning principles.
- Proficiency in using CRM tools and Microsoft Office applications.
- Willingness to travel within Bali for client meetings and events.