job description
Join AXA Philippines as a Financial Advisor and empower clients in Bali, Indonesia to achieve long-term financial security. This role offers a unique opportunity to work in a dynamic, expat-friendly environment while delivering tailored insurance and investment solutions to a diverse clientele.
As a trusted advisor, you will analyze financial needs, recommend personalized strategies, and build lasting relationships with clients. Whether you're guiding individuals on retirement planning, wealth management, or risk protection, your expertise will make a tangible difference in their lives.
AXA provides comprehensive training, competitive compensation, and a supportive team culture to help you thrive. Ideal for professionals seeking a rewarding career in finance with the flexibility to work in Bali’s vibrant communities.
Responsibility
- Conduct in-depth financial assessments to understand clients’ goals, risk tolerance, and investment preferences.
- Develop and present customized financial plans, including insurance, investments, and retirement strategies.
- Educate clients on AXA’s product portfolio, ensuring clarity on benefits, terms, and long-term value.
- Build and maintain a robust client base through networking, referrals, and proactive outreach.
- Stay updated on market trends, regulatory changes, and AXA’s offerings to provide informed advice.
- Collaborate with cross-functional teams to streamline client onboarding and policy management.
- Monitor and review client portfolios regularly, adjusting strategies to align with life changes or economic shifts.
- Uphold AXA’s ethical standards and compliance requirements in all client interactions.
Qualifications
- Bachelor’s degree in Finance, Economics, Business, or a related field (or equivalent experience).
- Proven experience in financial advisory, insurance, or wealth management (preferably with expat clients).
- Strong analytical and problem-solving skills to design effective financial solutions.
- Excellent communication and interpersonal abilities to build trust with diverse clients.
- Proficiency in financial planning software and CRM tools (e.g., Salesforce).
- Relevant certifications (e.g., CFA, CFP, or local insurance licenses) are a plus.
- Ability to work independently in a remote or hybrid setting, with a focus on Bali-based clients.
- Fluency in English; additional languages (e.g., Indonesian, Mandarin) are advantageous.