job description
Are you looking to start a rewarding career in financial advisory without prior experience? Join our team as a Part-Time Licensed Financial Advisor and help clients achieve their financial goals while earning a competitive income. This role is perfect for individuals passionate about finance, sales, and client relationships, with flexible hours to suit your schedule.
As a Licensed Financial Advisor, you will receive comprehensive training and support to obtain your license and excel in the role. You’ll work closely with clients to assess their financial needs, recommend suitable products, and provide ongoing guidance. This is an excellent opportunity to build a career in the financial services industry while making a meaningful impact on people’s lives.
If you are a motivated self-starter with strong communication skills and a desire to succeed, we encourage you to apply. No prior experience is required—just a willingness to learn and grow in a dynamic environment.
Responsibility
- Conduct financial needs assessments for clients to understand their goals and risk tolerance.
- Recommend suitable financial products, such as insurance, investments, and retirement plans.
- Provide personalized financial advice and strategies to help clients achieve their objectives.
- Build and maintain strong client relationships through regular follow-ups and reviews.
- Stay updated on financial market trends, products, and regulations to offer informed advice.
- Complete required training and obtain necessary licenses to practice as a financial advisor.
- Collaborate with team members to share best practices and improve client service.
- Meet or exceed sales targets while maintaining high ethical standards.
Qualifications
- No prior experience required—full training and licensing support provided.
- Strong communication and interpersonal skills to build trust with clients.
- Self-motivated and results-driven with a passion for sales and finance.
- Ability to work independently and manage time effectively in a part-time role.
- Basic computer skills and familiarity with financial software (training provided).
- High school diploma or equivalent; higher education in finance or business is a plus.
- Willingness to obtain and maintain required financial advisory licenses.
- Residence in or ability to commute to Bali (Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, Badung).