job description
Are you looking to start a rewarding career in financial advisory with no prior experience required? Join our team as a Part-Time Licensed Financial Advisor in the vibrant and fast-growing market of Bali, Indonesia.
This is a unique opportunity to help clients achieve their financial goals while building your expertise in wealth management, insurance, and investment planning. Whether you're a recent graduate, a career changer, or someone seeking flexible work, this role offers training, mentorship, and a clear path to professional growth.
As a Licensed Financial Advisor, you’ll work with a diverse clientele, providing tailored financial solutions that empower them to secure their future. Enjoy the work-life balance of part-time hours while earning a competitive salary in one of Southeast Asia’s most dynamic regions.
If you’re passionate about finance, sales, and helping others, this could be your first step toward a lucrative and fulfilling career in the financial services industry.
Responsibility
- Conduct one-on-one financial consultations with clients to assess their needs and goals.
- Recommend personalized financial products, including insurance, investments, and retirement plans.
- Educate clients on financial literacy, risk management, and long-term wealth strategies.
- Maintain accurate client records and follow up on policy renewals or investment updates.
- Collaborate with senior advisors to develop and refine financial strategies.
- Stay updated on market trends, regulatory changes, and new financial products.
- Achieve monthly sales targets while ensuring client satisfaction and ethical practices.
- Participate in training programs to obtain and maintain necessary licenses and certifications.
Qualifications
- No prior experience required – Full training provided for the right candidates.
- Strong communication and interpersonal skills to build trust with clients.
- Self-motivated with a results-driven mindset and a passion for sales.
- Ability to work independently and manage time effectively in a part-time role.
- Basic understanding of finance, economics, or sales is a plus but not mandatory.
- Willingness to obtain a financial advisory license (support provided).
- Proficiency in English; additional local language skills are advantageous.
- Reside in or be willing to relocate to Bali, Indonesia (remote options may be considered).