job description
Join Imperium Blaze Life Insurance Agency as a Remote Financial Services Associate and empower individuals to make smarter financial decisions from the comfort of your home in Bali. This part-time role offers the flexibility to work remotely while building a rewarding career in financial planning and advisory services.
As a trusted advisor, you will guide clients through personalized financial strategies, helping them secure their future with tailored insurance and investment solutions. Whether you're in Canggu, Ubud, or any part of Bali, this opportunity allows you to balance work with the island’s vibrant lifestyle.
We provide comprehensive training, competitive compensation, and the tools you need to succeed in the dynamic world of financial services. Ideal for self-motivated professionals with a passion for finance and client success.
Responsibility
- Provide personalized financial consultations to clients via phone, email, or virtual meetings.
- Educate clients on insurance products, investment options, and retirement planning.
- Assess client needs and recommend tailored financial solutions.
- Maintain accurate records of client interactions and financial plans.
- Collaborate with the team to develop and implement client retention strategies.
- Stay updated on industry trends, regulations, and product offerings.
- Achieve monthly sales targets and performance metrics.
- Deliver exceptional customer service to build long-term client relationships.
Qualifications
- Bachelor’s degree in Finance, Business, Economics, or a related field (or equivalent experience).
- Proven experience in financial services, insurance, or sales (preferred but not required).
- Strong communication and interpersonal skills.
- Ability to work independently in a remote setting with minimal supervision.
- Proficiency in Microsoft Office and CRM software.
- Sales-oriented mindset with a focus on client satisfaction.
- Familiarity with financial planning tools and methodologies is a plus.
- Must reside in Bali (Canggu, Ubud, Denpasar, etc.) with a stable internet connection.